Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
5,663
+56
+1% +$3.4K 0.14% 43
2025
Q1
$322K Buy
5,607
+67
+1% +$3.85K 0.16% 47
2024
Q4
$274K Buy
5,540
+18
+0.3% +$890 0.14% 56
2024
Q3
$250K Buy
5,522
+26
+0.5% +$1.18K 0.13% 60
2024
Q2
$239K Sell
5,496
-69
-1% -$3K 0.14% 53
2024
Q1
$219K Sell
5,565
-225
-4% -$8.86K 0.14% 63
2023
Q4
$235K Buy
+5,790
New +$235K 0.1% 69