Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
1,977
-130
-6% -$20.5K 0.29% 50
2025
Q1
$228K Buy
+2,107
New +$228K 0.23% 64
2024
Q3
$317K Sell
2,607
-313
-11% -$38.1K 0.3% 51
2024
Q2
$361K Buy
2,920
+30
+1% +$3.71K 0.35% 47
2024
Q1
$262K Buy
+2,890
New +$262K 0.25% 60