Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
4,523
-112
-2% -$6.46K 0.03% 728
2025
Q1
$196K Buy
4,635
+70
+2% +$2.97K 0.03% 816
2024
Q4
$199K Buy
4,565
+990
+28% +$43.2K 0.03% 833
2024
Q3
$162K Buy
3,575
+1,550
+77% +$70K 0.02% 843
2024
Q2
$94.3K Buy
2,025
+25
+1% +$1.16K 0.02% 1042
2024
Q1
$116K Buy
+2,000
New +$116K 0.02% 904