Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
1,708
+22
+1% +$10.3K 0.31% 89
2025
Q1
$785K Sell
1,686
-59
-3% -$27.5K 0.33% 91
2024
Q4
$731K Buy
1,745
+77
+5% +$32.2K 0.31% 82
2024
Q3
$790K Buy
1,668
+31
+2% +$14.7K 0.34% 67
2024
Q2
$718K Buy
1,637
+220
+16% +$96.5K 0.35% 66
2024
Q1
$658K Buy
+1,417
New +$658K 0.33% 71