Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Sell
756
-102
-12% -$81.7K 0.28% 59
2025
Q1
$569K Buy
858
+246
+40% +$163K 0.34% 45
2024
Q4
$424K Buy
612
+60
+11% +$41.6K 0.27% 61
2024
Q3
$460K Sell
552
-91
-14% -$75.8K 0.3% 55
2024
Q2
$658K Buy
643
+69
+12% +$70.6K 0.47% 34
2024
Q1
$557K Buy
574
+20
+4% +$19.4K 0.42% 37
2023
Q4
$419K Buy
+554
New +$419K 0.36% 45