Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
1,527
-74
-5% -$21.8K 0.12% 111
2025
Q1
$398K Buy
1,601
+77
+5% +$19.1K 0.12% 119
2024
Q4
$335K Buy
1,524
+261
+21% +$57.4K 0.1% 134
2024
Q3
$279K Buy
1,263
+7
+0.6% +$1.55K 0.09% 142
2024
Q2
$217K Sell
1,256
-8
-0.6% -$1.38K 0.08% 166
2024
Q1
$241K Buy
+1,264
New +$241K 0.11% 134