Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Sell
7,338
-65
-0.9% -$6.06K 0.25% 81
2025
Q1
$539K Buy
7,403
+77
+1% +$5.61K 0.21% 96
2024
Q4
$442K Buy
7,326
+368
+5% +$22.2K 0.17% 104
2024
Q3
$523K Buy
6,958
+151
+2% +$11.3K 0.23% 94
2024
Q2
$495K Sell
6,807
-141
-2% -$10.2K 0.23% 91
2024
Q1
$535K Sell
6,948
-485
-7% -$37.3K 0.26% 85
2023
Q4
$458K Buy
+7,433
New +$458K 0.28% 85