Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
2,918
-143
-5% -$21.8K 0.16% 93
2025
Q1
$450K Buy
3,061
+158
+5% +$23.2K 0.2% 84
2024
Q4
$375K Sell
2,903
-6
-0.2% -$775 0.18% 97
2024
Q3
$398K Buy
2,909
+150
+5% +$20.5K 0.19% 85
2024
Q2
$282K Buy
2,759
+493
+22% +$50.4K 0.15% 122
2024
Q1
$201K Buy
+2,266
New +$201K 0.11% 176