Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
2,741
-85
-3% -$8.96K 0.02% 362
2025
Q1
$314K Buy
2,826
+324
+13% +$36K 0.03% 311
2024
Q4
$259K Buy
2,502
+32
+1% +$3.31K 0.03% 314
2024
Q3
$276K Buy
2,470
+109
+5% +$12.2K 0.03% 303
2024
Q2
$211K Buy
+2,361
New +$211K 0.03% 330