Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
3,948
+283
+8% +$36.7K 0.2% 133
2025
Q1
$441K Sell
3,665
-156
-4% -$18.8K 0.18% 145
2024
Q4
$446K Buy
3,821
+636
+20% +$74.2K 0.19% 142
2024
Q3
$455K Buy
3,185
+194
+6% +$27.7K 0.2% 145
2024
Q2
$473K Buy
2,991
+434
+17% +$68.6K 0.23% 113
2024
Q1
$506K Buy
+2,557
New +$506K 0.25% 95