Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,431
-590
-29% -$102K 0.11% 194
2025
Q1
$357K Buy
2,021
+617
+44% +$109K 0.22% 82
2024
Q4
$273K Buy
1,404
+130
+10% +$25.3K 0.17% 98
2024
Q3
$227K Buy
1,274
+67
+6% +$12K 0.15% 122
2024
Q2
$247K Buy
1,207
+18
+2% +$3.69K 0.17% 100
2024
Q1
$299K Buy
+1,189
New +$299K 0.22% 80