Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680K Hold
1,008
0.34% 71
2025
Q1
$668K Sell
1,008
-7
-0.7% -$4.64K 0.34% 71
2024
Q4
$703K Sell
1,015
-39
-4% -$27K 0.35% 65
2024
Q3
$878K Buy
1,054
+14
+1% +$11.7K 0.45% 47
2024
Q2
$1.06M Buy
+1,040
New +$1.06M 0.59% 38