Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Sell
4,175
-243
-6% -$30.7K 0.06% 233
2025
Q1
$475K Buy
4,418
+812
+23% +$87.4K 0.06% 235
2024
Q4
$473K Buy
3,606
+231
+7% +$30.3K 0.06% 229
2024
Q3
$505K Buy
3,375
+885
+36% +$132K 0.07% 221
2024
Q2
$264K Buy
+2,490
New +$264K 0.04% 265