Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
9,701
+664
+7% +$28.9K 0.23% 110
2025
Q1
$416K Sell
9,037
-659
-7% -$30.4K 0.24% 105
2024
Q4
$382K Sell
9,696
-113
-1% -$4.45K 0.22% 113
2024
Q3
$398K Buy
9,809
+2,312
+31% +$93.8K 0.24% 107
2024
Q2
$272K Buy
+7,497
New +$272K 0.18% 122