Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
1,974
+16
+0.8% +$4.65K 0.01% 286
2025
Q1
$593K Sell
1,958
-5
-0.3% -$1.51K 0.02% 260
2024
Q4
$544K Buy
1,963
+7
+0.4% +$1.94K 0.01% 270
2024
Q3
$566K Buy
1,956
+899
+85% +$260K 0.01% 258
2024
Q2
$271K Sell
1,057
-247
-19% -$63.2K 0.01% 329
2024
Q1
$339K Buy
+1,304
New +$339K 0.01% 301