Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
452
-59
-12% -$32.5K 0.02% 618
2025
Q1
$302K Buy
511
+32
+7% +$18.9K 0.02% 573
2024
Q4
$295K Buy
479
+14
+3% +$8.61K 0.02% 590
2024
Q3
$252K Sell
465
-7
-1% -$3.8K 0.01% 639
2024
Q2
$203K Buy
+472
New +$203K 0.01% 689