Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
3,548
+501
+16% +$91.8K 0.07% 71
2025
Q1
$535K Buy
3,047
+232
+8% +$40.8K 0.06% 112
2024
Q4
$528K Buy
2,815
+422
+18% +$79.2K 0.07% 64
2024
Q3
$459K Sell
2,393
-70
-3% -$13.4K 0.06% 89
2024
Q2
$444K Sell
2,463
-427
-15% -$77.1K 0.06% 69
2024
Q1
$512K Buy
2,890
+128
+5% +$22.7K 0.11% 48
2023
Q4
$425K Buy
+2,762
New +$425K 0.24% 45