Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
2,932
+39
+1% +$5.93K 0.12% 164
2025
Q1
$424K Sell
2,893
-58
-2% -$8.5K 0.1% 166
2024
Q4
$381K Buy
2,951
+71
+2% +$9.17K 0.12% 162
2024
Q3
$393K Buy
2,880
+148
+5% +$20.2K 0.15% 117
2024
Q2
$279K Buy
2,732
+65
+2% +$6.64K 0.14% 117
2024
Q1
$242K Hold
2,667
0.14% 116
2023
Q4
$2.44M Buy
+2,667
New +$2.44M 0.16% 101