Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
12,196
+39
+0.3% +$1.14K 0.02% 560
2025
Q1
$347K Sell
12,157
-19,888
-62% -$568K 0.02% 569
2024
Q4
$1.03M Sell
32,045
-754
-2% -$24.3K 0.05% 445
2024
Q3
$1.14M Buy
32,799
+8,166
+33% +$285K 0.05% 434
2024
Q2
$704K Buy
24,633
+4,941
+25% +$141K 0.05% 439
2024
Q1
$572K Buy
+19,692
New +$572K 0.07% 354