Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
1,137
+7
+0.6% +$2.22K 0.3% 85
2025
Q1
$293K Sell
1,130
-138
-11% -$35.8K 0.26% 86
2024
Q4
$512K Buy
1,268
+72
+6% +$29.1K 0.44% 67
2024
Q3
$313K Buy
1,196
+31
+3% +$8.11K 0.24% 86
2024
Q2
$231K Buy
1,165
+30
+3% +$5.94K 0.19% 99
2024
Q1
$200K Sell
1,135
-227
-17% -$39.9K 0.16% 105
2023
Q4
$338K Buy
+1,362
New +$338K 0.3% 76