Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
16,036
-2,650
-14% -$37.5K 0.01% 643
2025
Q1
$223K Buy
18,686
+1,463
+8% +$17.4K 0.01% 664
2024
Q4
$175K Buy
17,223
+1,193
+7% +$12.1K 0.01% 686
2024
Q3
$150K Sell
16,030
-597
-4% -$5.59K 0.01% 692
2024
Q2
$134K Buy
16,627
+1,064
+7% +$8.54K 0.01% 697
2024
Q1
$106K Buy
15,563
+1,415
+10% +$9.62K 0.01% 702
2023
Q4
$79.7K Buy
+14,148
New +$79.7K 0.01% 668