Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Buy
1,702
+90
+6% +$28.6K 0.11% 127
2025
Q1
$418K Buy
1,612
+154
+11% +$39.9K 0.1% 149
2024
Q4
$589K Buy
1,458
+407
+39% +$164K 0.15% 105
2024
Q3
$275K Buy
1,051
+4
+0.4% +$1.05K 0.08% 140
2024
Q2
$207K Sell
1,047
-387
-27% -$76.6K 0.07% 138
2024
Q1
$252K Sell
1,434
-156
-10% -$27.4K 0.09% 130
2023
Q4
$395K Buy
+1,590
New +$395K 0.16% 95