Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$744K Buy
2,083
+151
+8% +$53.9K 0.34% 64
2025
Q1
$525K Sell
1,932
-435
-18% -$118K 0.28% 89
2024
Q4
$786K Buy
2,367
+7
+0.3% +$2.32K 0.4% 53
2024
Q3
$782K Sell
2,360
-209
-8% -$69.3K 0.4% 55
2024
Q2
$806K Buy
2,569
+169
+7% +$53K 0.4% 55
2024
Q1
$750K Sell
2,400
-548
-19% -$171K 0.46% 57
2023
Q4
$710K Buy
+2,948
New +$710K 0.33% 108