Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
7,775
+902
+13% +$26.6K 0.01% 133
2025
Q1
$210K Sell
6,873
-231
-3% -$7.05K 0.01% 146
2024
Q4
$268K Sell
7,104
-655
-8% -$24.7K 0.01% 139
2024
Q3
$299K Buy
7,759
+176
+2% +$6.79K 0.02% 132
2024
Q2
$302K Sell
7,583
-721
-9% -$28.7K 0.02% 132
2024
Q1
$281K Buy
+8,304
New +$281K 0.02% 139