Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
2,785
-400
-13% -$49.3K 0.03% 442
2025
Q1
$340K Buy
3,185
+400
+14% +$42.7K 0.03% 420
2024
Q4
$351K Buy
2,785
+110
+4% +$13.9K 0.03% 438
2024
Q3
$383K Buy
2,675
+835
+45% +$119K 0.04% 421
2024
Q2
$301K Buy
1,840
+490
+36% +$80.2K 0.03% 455
2024
Q1
$169K Buy
+1,350
New +$169K 0.02% 578