Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
1,745
-122
-7% -$21K 0.03% 288
2025
Q1
$412K Sell
1,867
-697
-27% -$154K 0.04% 259
2024
Q4
$527K Buy
2,564
+254
+11% +$52.2K 0.04% 280
2024
Q3
$415K Buy
2,310
+46
+2% +$8.26K 0.03% 318
2024
Q2
$337K Sell
2,264
-339
-13% -$50.5K 0.03% 348
2024
Q1
$416K Sell
2,603
-23
-0.9% -$3.68K 0.03% 324
2023
Q4
$349K Buy
+2,626
New +$349K 0.03% 360