Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
4,107
-270
-6% -$23.7K 0.02% 651
2025
Q1
$308K Buy
4,377
+16
+0.4% +$1.13K 0.02% 696
2024
Q4
$324K Buy
4,361
+204
+5% +$15.2K 0.02% 672
2024
Q3
$310K Buy
4,157
+150
+4% +$11.2K 0.02% 694
2024
Q2
$240K Sell
4,007
-678
-14% -$40.6K 0.02% 751
2024
Q1
$305K Buy
+4,685
New +$305K 0.02% 729