Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
1,963
+148
+8% +$45K 0.28% 60
2025
Q1
$487K Sell
1,815
-77
-4% -$20.7K 0.29% 53
2024
Q4
$466K Buy
1,892
+60
+3% +$14.8K 0.3% 52
2024
Q3
$420K Buy
1,832
+80
+5% +$18.3K 0.27% 60
2024
Q2
$353K Buy
1,752
+179
+11% +$36.1K 0.25% 70
2024
Q1
$307K Buy
1,573
+45
+3% +$8.77K 0.23% 75
2023
Q4
$236K Buy
+1,528
New +$236K 0.2% 92