Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
2,810
-285
-9% -$45.3K 0.01% 1127
2025
Q1
$445K Buy
3,095
+182
+6% +$26.2K 0.01% 1101
2024
Q4
$457K Buy
2,913
+10
+0.3% +$1.57K 0.01% 999
2024
Q3
$423K Buy
2,903
+335
+13% +$48.8K 0.01% 1016
2024
Q2
$318K Sell
2,568
-204
-7% -$25.3K 0.01% 1105
2024
Q1
$333K Buy
2,772
+18
+0.7% +$2.16K 0.01% 978
2023
Q4
$317K Buy
2,754
+107
+4% +$12.3K 0.01% 974
2023
Q3
$283K Buy
+2,647
New +$283K 0.01% 942