Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
4,140
+146
+4% +$17.1K 0.03% 388
2025
Q1
$408K Buy
3,994
+229
+6% +$23.4K 0.03% 350
2024
Q4
$360K Sell
3,765
-244
-6% -$23.4K 0.03% 359
2024
Q3
$380K Sell
4,009
-13
-0.3% -$1.23K 0.03% 330
2024
Q2
$375K Buy
4,022
+13
+0.3% +$1.21K 0.03% 310
2024
Q1
$348K Buy
+4,009
New +$348K 0.03% 331