Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
1,739
-26
-1% -$5.67K 0.01% 897
2025
Q1
$240K Buy
1,765
+197
+13% +$26.8K 0.01% 1043
2024
Q4
$226K Sell
1,568
-1,130
-42% -$163K 0.01% 1038
2024
Q3
$323K Buy
2,698
+387
+17% +$46.4K 0.01% 928
2024
Q2
$251K Buy
+2,311
New +$251K 0.01% 992