Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
3,528
-21
-0.6% -$2.72K 0.01% 442
2025
Q1
$424K Sell
3,549
-112
-3% -$13.4K 0.01% 429
2024
Q4
$425K Buy
3,661
+1
+0% +$116 0.01% 433
2024
Q3
$494K Buy
3,660
+1,172
+47% +$158K 0.01% 404
2024
Q2
$337K Buy
2,488
+35
+1% +$4.75K ﹤0.01% 438
2024
Q1
$317K Buy
2,453
+168
+7% +$21.7K ﹤0.01% 446
2023
Q4
$261K Buy
+2,285
New +$261K ﹤0.01% 459