Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
8,886
-225
-2% -$9.19K 0.02% 587
2025
Q1
$412K Buy
9,111
+651
+8% +$29.4K 0.03% 490
2024
Q4
$367K Buy
8,460
+1,080
+15% +$46.9K 0.03% 469
2024
Q3
$335K Buy
7,380
+962
+15% +$43.6K 0.03% 426
2024
Q2
$264K Buy
6,418
+1,320
+26% +$54.3K 0.04% 420
2024
Q1
$191K Buy
5,098
+7
+0.1% +$262 0.04% 405
2023
Q4
$183K Buy
+5,091
New +$183K 0.05% 328