Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Buy
2,737
+279
+11% +$75.2K 0.27% 72
2025
Q1
$623K Sell
2,458
-23
-0.9% -$5.83K 0.24% 86
2024
Q4
$581K Buy
2,481
+98
+4% +$23K 0.22% 90
2024
Q3
$608K Buy
2,383
+33
+1% +$8.43K 0.26% 84
2024
Q2
$559K Buy
2,350
+164
+8% +$39K 0.26% 87
2024
Q1
$505K Sell
2,186
-702
-24% -$162K 0.25% 88
2023
Q4
$575K Buy
+2,888
New +$575K 0.35% 68