Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
2,079
+453
+28% +$84.1K 0.23% 31
2025
Q1
$341K Sell
1,626
-72
-4% -$15.1K 0.31% 28
2024
Q4
$302K Sell
1,698
-26
-2% -$4.62K 0.26% 28
2024
Q3
$341K Sell
1,724
-1
-0.1% -$198 0.3% 27
2024
Q2
$291K Buy
1,725
+50
+3% +$8.43K 0.27% 30
2024
Q1
$305K Buy
1,675
+46
+3% +$8.38K 0.29% 30
2023
Q4
$252K Buy
+1,629
New +$252K 0.26% 32