Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
8,112
+292
+4% +$12.6K 0.14% 111
2025
Q1
$355K Sell
7,820
-777
-9% -$35.2K 0.15% 105
2024
Q4
$344K Sell
8,597
-2,004
-19% -$80.1K 0.14% 110
2024
Q3
$476K Buy
10,601
+1,416
+15% +$63.6K 0.19% 97
2024
Q2
$369K Buy
9,185
+92
+1% +$3.69K 0.16% 105
2024
Q1
$343K Hold
9,093
0.16% 106
2023
Q4
$343K Buy
+9,093
New +$343K 0.16% 106