Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
1,918
+367
+24% +$83.1K 0.06% 231
2025
Q1
$258K Sell
1,551
-199
-11% -$33K 0.04% 304
2024
Q4
$346K Sell
1,750
-692
-28% -$137K 0.05% 255
2024
Q3
$424K Buy
2,442
+245
+11% +$42.6K 0.06% 250
2024
Q2
$382K Buy
2,197
+275
+14% +$47.8K 0.06% 269
2024
Q1
$262K Buy
+1,922
New +$262K 0.04% 345