Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
1,818
+225
+14% +$51K 0.24% 110
2025
Q1
$264K Buy
1,593
+88
+6% +$14.6K 0.17% 126
2024
Q4
$297K Sell
1,505
-5
-0.3% -$987 0.19% 117
2024
Q3
$262K Buy
1,510
+27
+2% +$4.69K 0.17% 120
2024
Q2
$258K Hold
1,483
0.18% 117
2024
Q1
$202K Buy
+1,483
New +$202K 0.15% 122