Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
1,218
-26
-2% -$5.43K 0.01% 835
2025
Q1
$270K Buy
1,244
+21
+2% +$4.56K 0.01% 747
2024
Q4
$252K Sell
1,223
-637
-34% -$131K 0.01% 692
2024
Q3
$327K Buy
1,860
+426
+30% +$75K 0.01% 605
2024
Q2
$234K Buy
+1,434
New +$234K 0.01% 649