Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
29,670
+1,003
+3% +$16.7K 0.07% 51
2025
Q1
$472K Buy
28,667
+1,936
+7% +$31.9K 0.29% 52
2024
Q4
$520K Sell
26,731
-265
-1% -$5.15K 0.3% 53
2024
Q3
$923K Sell
26,996
-3,370
-11% -$115K 0.29% 48
2024
Q2
$1.18M Sell
30,366
-476
-2% -$18.5K 0.37% 41
2024
Q1
$1.08M Buy
30,842
+3,164
+11% +$111K 0.38% 40
2023
Q4
$842K Buy
+27,678
New +$842K 0.33% 40