Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
902
-640
-42% -$248K 0.13% 132
2025
Q1
$591K Buy
1,542
+259
+20% +$99.3K 0.23% 90
2024
Q4
$571K Buy
1,283
+108
+9% +$48K 0.22% 92
2024
Q3
$608K Buy
1,175
+127
+12% +$65.8K 0.26% 85
2024
Q2
$582K Buy
1,048
+17
+2% +$9.44K 0.27% 84
2024
Q1
$520K Buy
1,031
+90
+10% +$45.4K 0.25% 86
2023
Q4
$561K Buy
+941
New +$561K 0.34% 71