Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
4,972
+357
+8% +$34.9K 0.22% 87
2025
Q1
$405K Sell
4,615
-594
-11% -$52.1K 0.24% 73
2024
Q4
$471K Buy
5,209
+50
+1% +$4.52K 0.3% 50
2024
Q3
$417K Buy
5,159
+292
+6% +$23.6K 0.27% 62
2024
Q2
$330K Buy
4,867
+290
+6% +$19.6K 0.23% 77
2024
Q1
$275K Buy
4,577
+149
+3% +$8.97K 0.21% 87
2023
Q4
$233K Buy
+4,428
New +$233K 0.2% 94