Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
2,502
+3
+0.1% +$658 0.39% 42
2025
Q1
$476K Sell
2,499
-406
-14% -$77.3K 0.4% 44
2024
Q4
$637K Buy
2,905
+5
+0.2% +$1.1K 0.46% 34
2024
Q3
$540K Hold
2,900
0.4% 41
2024
Q2
$560K Buy
2,900
+5
+0.2% +$966 0.44% 37
2024
Q1
$522K Sell
2,895
-1,074
-27% -$194K 0.44% 41
2023
Q4
$603K Buy
+3,969
New +$603K 0.54% 33