Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
2,253
-370
-14% -$68.7K 0.24% 72
2025
Q1
$550K Buy
2,623
+140
+6% +$29.3K 0.35% 60
2024
Q4
$441K Buy
2,483
+19
+0.8% +$3.38K 0.28% 65
2024
Q3
$487K Buy
2,464
+15
+0.6% +$2.96K 0.33% 62
2024
Q2
$420K Buy
+2,449
New +$420K 0.29% 63