Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
2,961
+86
+3% +$19.5K 0.08% 120
2025
Q1
$477K Sell
2,875
-208
-7% -$34.5K 0.06% 125
2024
Q4
$609K Buy
3,083
+694
+29% +$137K 0.08% 119
2024
Q3
$415K Buy
2,389
+397
+20% +$68.9K 0.05% 135
2024
Q2
$346K Buy
1,992
+109
+6% +$18.9K 0.05% 138
2024
Q1
$256K Buy
+1,883
New +$256K 0.04% 153