Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
5,283
-175
-3% -$17.7K 0.17% 63
2025
Q1
$532K Sell
5,458
-983
-15% -$95.8K 0.18% 69
2024
Q4
$656K Hold
6,441
0.2% 69
2024
Q3
$720K Buy
6,441
+1,594
+33% +$178K 0.22% 65
2024
Q2
$463K Buy
4,847
+920
+23% +$87.8K 0.15% 75
2024
Q1
$348K Buy
3,927
+2,871
+272% +$255K 0.12% 76
2023
Q4
$86.9K Buy
+1,056
New +$86.9K 0.03% 95