Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
7,322
+1,324
+22% +$65K 0.02% 479
2025
Q1
$339K Sell
5,998
-466
-7% -$26.4K 0.03% 388
2024
Q4
$371K Buy
6,464
+1,421
+28% +$81.6K 0.03% 353
2024
Q3
$264K Buy
5,043
+160
+3% +$8.38K 0.02% 386
2024
Q2
$264K Buy
4,883
+117
+2% +$6.34K 0.02% 378
2024
Q1
$276K Sell
4,766
-4,556
-49% -$264K 0.03% 379
2023
Q4
$457K Buy
+9,322
New +$457K 0.02% 416