Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
1,042
+62
+6% +$20.9K 0.03% 272
2025
Q1
$221K Buy
980
+46
+5% +$10.4K 0.02% 350
2024
Q4
$266K Sell
934
-89
-9% -$25.3K 0.03% 283
2024
Q3
$426K Sell
1,023
-147
-13% -$61.2K 0.05% 196
2024
Q2
$495K Sell
1,170
-47
-4% -$19.9K 0.04% 187
2024
Q1
$446K Buy
+1,217
New +$446K 0.04% 187