Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Sell
1,717
-28
-2% -$8.25K 0.23% 80
2025
Q1
$434K Buy
1,745
+346
+25% +$86K 0.26% 66
2024
Q4
$307K Buy
1,399
+60
+4% +$13.2K 0.2% 88
2024
Q3
$296K Buy
1,339
+42
+3% +$9.28K 0.19% 92
2024
Q2
$224K Buy
1,297
+101
+8% +$17.5K 0.16% 109
2024
Q1
$228K Buy
+1,196
New +$228K 0.17% 104