Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
3,765
+27
+0.7% +$2.2K 0.14% 104
2025
Q1
$371K Sell
3,738
-16
-0.4% -$1.59K 0.19% 80
2024
Q4
$377K Buy
3,754
+801
+27% +$80.4K 0.2% 80
2024
Q3
$269K Sell
2,953
-11
-0.4% -$1K 0.14% 113
2024
Q2
$242K Buy
2,964
+293
+11% +$23.9K 0.13% 110
2024
Q1
$214K Buy
+2,671
New +$214K 0.12% 123