Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
446
+14
+3% +$13.9K 0.2% 102
2025
Q1
$408K Sell
432
-45
-9% -$42.5K 0.25% 72
2024
Q4
$437K Buy
477
+21
+5% +$19.2K 0.28% 57
2024
Q3
$404K Buy
456
+27
+6% +$23.9K 0.26% 66
2024
Q2
$364K Buy
429
+31
+8% +$26.3K 0.26% 63
2024
Q1
$291K Buy
398
+16
+4% +$11.7K 0.22% 85
2023
Q4
$252K Buy
+382
New +$252K 0.22% 85