Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
1,617
+44
+3% +$13K 0.3% 75
2025
Q1
$391K Sell
1,573
-519
-25% -$129K 0.28% 85
2024
Q4
$460K Sell
2,092
-8
-0.4% -$1.76K 0.32% 76
2024
Q3
$464K Buy
2,100
+13
+0.6% +$2.87K 0.35% 73
2024
Q2
$361K Buy
2,087
+76
+4% +$13.1K 0.29% 83
2024
Q1
$384K Sell
2,011
-4
-0.2% -$764 0.34% 73
2023
Q4
$329K Buy
+2,015
New +$329K 0.33% 70