Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
1,021
+63
+7% +$20K 0.22% 34
2025
Q1
$248K Sell
958
-24
-2% -$6.22K 0.19% 33
2024
Q4
$397K Buy
982
+22
+2% +$8.88K 0.3% 27
2024
Q3
$251K Sell
960
-43
-4% -$11.3K 0.2% 35
2024
Q2
$263K Buy
+1,003
New +$263K 0.22% 34
2024
Q1
Sell
-858
Closed -$213K 38
2023
Q4
$213K Buy
+858
New +$213K 0.2% 34