Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
2,027
+368
+22% +$82K 0.01% 489
2025
Q1
$341K Sell
1,659
-49
-3% -$10.1K 0.01% 506
2024
Q4
$312K Buy
1,708
+370
+28% +$67.6K 0.01% 521
2024
Q3
$275K Sell
1,338
-58
-4% -$11.9K 0.01% 539
2024
Q2
$244K Buy
+1,396
New +$244K 0.01% 523