Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
6,127
+1,873
+44% +$175K 0.35% 50
2025
Q1
$310K Sell
4,254
-1,692
-28% -$123K 0.2% 103
2024
Q4
$359K Sell
5,946
-367
-6% -$22.1K 0.21% 91
2024
Q3
$474K Sell
6,313
-399
-6% -$30K 0.3% 66
2024
Q2
$488K Buy
+6,712
New +$488K 0.29% 56