Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
3,942
-93
-2% -$11.4K 0.04% 219
2025
Q1
$368K Sell
4,035
-96
-2% -$8.75K 0.04% 250
2024
Q4
$476K Buy
4,131
+134
+3% +$15.4K 0.04% 211
2024
Q3
$481K Sell
3,997
-151
-4% -$18.2K 0.04% 214
2024
Q2
$572K Buy
4,148
+463
+13% +$63.9K 0.06% 188
2024
Q1
$276K Buy
3,685
+72
+2% +$5.4K 0.03% 270
2023
Q4
$276K Buy
+3,613
New +$276K 0.03% 277