Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
1,061
-102
-9% -$22.7K 0.01% 854
2025
Q1
$239K Buy
+1,163
New +$239K 0.01% 782
2024
Q4
Sell
-1,531
Closed -$315K 774
2024
Q3
$315K Buy
1,531
+187
+14% +$38.5K 0.01% 615
2024
Q2
$235K Buy
1,344
+16
+1% +$2.8K 0.01% 648
2024
Q1
$228K Buy
+1,328
New +$228K 0.01% 663