Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
2,328
+421
+22% +$92.4K 0.29% 62
2025
Q1
$363K Sell
1,907
-86
-4% -$16.4K 0.23% 76
2024
Q4
$437K Sell
1,993
-36
-2% -$7.9K 0.28% 66
2024
Q3
$378K Buy
2,029
+644
+46% +$120K 0.26% 69
2024
Q2
$268K Buy
+1,385
New +$268K 0.18% 79