Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
2,876
-191
-6% -$42.6K 0.07% 76
2025
Q1
$630K Buy
3,067
+580
+23% +$119K 0.07% 79
2024
Q4
$454K Buy
2,487
+247
+11% +$45.1K 0.06% 113
2024
Q3
$461K Sell
2,240
-308
-12% -$63.4K 0.06% 87
2024
Q2
$446K Sell
2,548
-216
-8% -$37.8K 0.06% 67
2024
Q1
$475K Buy
2,764
+112
+4% +$19.2K 0.1% 60
2023
Q4
$400K Buy
+2,652
New +$400K 0.23% 57