Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
1,438
-89
-6% -$31.8K 0.05% 164
2025
Q1
$415K Sell
1,527
-40
-3% -$10.9K 0.04% 170
2024
Q4
$520K Sell
1,567
-141
-8% -$46.8K 0.05% 152
2024
Q3
$566K Buy
1,708
+405
+31% +$134K 0.06% 142
2024
Q2
$409K Sell
1,303
-137
-10% -$43K 0.05% 166
2024
Q1
$450K Buy
+1,440
New +$450K 0.05% 160