Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
1,741
-207
-11% -$70.1K 0.22% 131
2025
Q1
$718K Buy
1,948
+147
+8% +$54.2K 0.3% 108
2024
Q4
$827K Buy
1,801
+133
+8% +$61.1K 0.34% 97
2024
Q3
$802K Buy
1,668
+15
+0.9% +$7.22K 0.36% 93
2024
Q2
$878K Buy
+1,653
New +$878K 0.43% 80