Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
778
+35
+5% +$12.5K 0.06% 135
2025
Q1
$202K Sell
743
-50
-6% -$13.6K 0.05% 156
2024
Q4
$263K Buy
793
+39
+5% +$12.9K 0.07% 138
2024
Q3
$250K Sell
754
-7
-0.9% -$2.32K 0.06% 140
2024
Q2
$239K Sell
761
-26
-3% -$8.15K 0.07% 134
2024
Q1
$246K Buy
+787
New +$246K 0.07% 133