Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Sell
17,200
-617
-3% -$6.69K 0.02% 454
2025
Q1
$179K Buy
17,817
+5,554
+45% +$55.7K 0.02% 385
2024
Q4
$121K Sell
12,263
-1,325
-10% -$13.1K 0.01% 358
2024
Q3
$143K Buy
13,588
+873
+7% +$9.22K 0.02% 347
2024
Q2
$159K Buy
12,715
+412
+3% +$5.17K 0.02% 342
2024
Q1
$163K Sell
12,303
-501
-4% -$6.65K 0.02% 355
2023
Q4
$156K Buy
+12,804
New +$156K 0.03% 365