Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
2,984
-384
-11% -$28.3K 0.02% 500
2025
Q1
$207K Buy
+3,368
New +$207K 0.03% 491
2024
Q4
Sell
-3,613
Closed -$261K 516
2024
Q3
$261K Sell
3,613
-764
-17% -$55.3K 0.03% 431
2024
Q2
$256K Buy
4,377
+790
+22% +$46.2K 0.03% 426
2024
Q1
$203K Buy
+3,587
New +$203K 0.03% 492