Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
1,853
+40
+2% +$8.37K 0.02% 613
2025
Q1
$329K Sell
1,813
-37
-2% -$6.71K 0.02% 654
2024
Q4
$351K Sell
1,850
-157
-8% -$29.8K 0.02% 641
2024
Q3
$365K Buy
2,007
+86
+4% +$15.6K 0.02% 618
2024
Q2
$304K Sell
1,921
-15
-0.8% -$2.37K 0.02% 649
2024
Q1
$282K Buy
+1,936
New +$282K 0.02% 765