Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
2,008
+1
+0% +$219 0.2% 98
2025
Q1
$281K Sell
2,007
-133
-6% -$18.6K 0.15% 122
2024
Q4
$357K Buy
2,140
+24
+1% +$4K 0.19% 98
2024
Q3
$360K Buy
2,116
+157
+8% +$26.7K 0.19% 103
2024
Q2
$277K Buy
1,959
+1
+0.1% +$141 0.16% 112
2024
Q1
$246K Buy
+1,958
New +$246K 0.14% 118