Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
8,991
-200
-2% -$10.5K 0.02% 233
2025
Q1
$421K Buy
9,191
+241
+3% +$11K 0.02% 230
2024
Q4
$425K Buy
8,950
+186
+2% +$8.84K 0.02% 211
2024
Q3
$396K Buy
8,764
+294
+3% +$13.3K 0.02% 214
2024
Q2
$329K Buy
8,470
+128
+2% +$4.97K 0.01% 219
2024
Q1
$275K Sell
8,342
-6
-0.1% -$198 0.01% 246
2023
Q4
$254K Buy
8,348
+108
+1% +$3.29K 0.01% 238
2023
Q3
$251K Buy
+8,240
New +$251K 0.01% 219