Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Buy
2,081
+191
+10% +$60.7K 0.31% 51
2025
Q1
$490K Sell
1,890
-2
-0.1% -$518 0.26% 59
2024
Q4
$764K Buy
1,892
+37
+2% +$14.9K 0.4% 47
2024
Q3
$485K Buy
1,855
+50
+3% +$13.1K 0.25% 69
2024
Q2
$357K Buy
1,805
+321
+22% +$63.5K 0.2% 75
2024
Q1
$261K Buy
+1,484
New +$261K 0.15% 97