Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,476
-197
-12% -$43.2K 0.24% 14
2025
Q1
$318K Buy
1,673
+227
+16% +$43.2K 0.26% 15
2024
Q4
$317K Buy
1,446
+22
+2% +$4.83K 0.26% 16
2024
Q3
$265K Buy
1,424
+198
+16% +$36.9K 0.22% 18
2024
Q2
$237K Buy
1,226
+100
+9% +$19.3K 0.21% 20
2024
Q1
$203K Buy
+1,126
New +$203K 0.18% 20