Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Sell
3,380
-327
-9% -$74.1K 0.06% 193
2025
Q1
$615K Buy
3,707
+592
+19% +$98.3K 0.09% 159
2024
Q4
$615K Buy
3,115
+56
+2% +$11.1K 0.06% 208
2024
Q3
$531K Buy
3,059
+26
+0.9% +$4.52K 0.05% 215
2024
Q2
$527K Buy
3,033
+203
+7% +$35.3K 0.05% 214
2024
Q1
$385K Buy
2,830
+360
+15% +$49K 0.04% 239
2023
Q4
$257K Buy
+2,470
New +$257K 0.03% 279