Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
8,585
-3,943
-31% -$165K 0.06% 142
2025
Q1
$529K Buy
12,528
+929
+8% +$39.2K 0.1% 96
2024
Q4
$564K Buy
11,599
+1,786
+18% +$86.8K 0.11% 85
2024
Q3
$647K Buy
9,813
+3,021
+44% +$199K 0.14% 79
2024
Q2
$391K Buy
+6,792
New +$391K 0.1% 105