Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
2,377
-431
-15% -$65.5K 0.03% 435
2025
Q1
$407K Buy
2,808
+367
+15% +$53.2K 0.04% 404
2024
Q4
$315K Buy
2,441
+766
+46% +$98.9K 0.03% 426
2024
Q3
$230K Sell
1,675
-878
-34% -$121K 0.03% 453
2024
Q2
$263K Sell
2,553
-272
-10% -$28.1K 0.04% 329
2024
Q1
$247K Sell
2,825
-801
-22% -$70K 0.05% 314
2023
Q4
$330K Buy
+3,626
New +$330K 0.09% 224