Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
3,795
+200
+6% +$24.5K 0.18% 85
2025
Q1
$328K Sell
3,595
-350
-9% -$31.9K 0.14% 94
2024
Q4
$455K Sell
3,945
-1,025
-21% -$118K 0.19% 88
2024
Q3
$589K Buy
4,970
+380
+8% +$45K 0.25% 72
2024
Q2
$633K Buy
+4,590
New +$633K 0.28% 72