Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
2,075
-195
-9% -$56.5K 0.06% 99
2025
Q1
$686K Buy
2,270
+500
+28% +$151K 0.08% 61
2024
Q4
$489K Buy
1,770
+148
+9% +$40.9K 0.06% 91
2024
Q3
$468K Sell
1,622
-76
-4% -$21.9K 0.06% 83
2024
Q2
$433K Sell
1,698
-13
-0.8% -$3.32K 0.06% 73
2024
Q1
$443K Buy
1,711
+125
+8% +$32.4K 0.09% 84
2023
Q4
$358K Buy
+1,586
New +$358K 0.2% 85