Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
2,833
-121
-4% -$15.3K 0.02% 657
2025
Q1
$318K Sell
2,954
-230
-7% -$24.7K 0.02% 679
2024
Q4
$418K Sell
3,184
-298
-9% -$39.1K 0.03% 576
2024
Q3
$374K Buy
3,482
+145
+4% +$15.6K 0.02% 604
2024
Q2
$354K Buy
3,337
+15
+0.5% +$1.59K 0.03% 579
2024
Q1
$405K Buy
+3,322
New +$405K 0.02% 617