Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
2,325
+33
+1% +$6.12K 0.3% 67
2025
Q1
$480K Sell
2,292
-45
-2% -$9.43K 0.38% 56
2024
Q4
$415K Buy
2,337
+7
+0.3% +$1.24K 0.3% 73
2024
Q3
$460K Sell
2,330
-183
-7% -$36.1K 0.34% 70
2024
Q2
$431K Buy
2,513
+91
+4% +$15.6K 0.35% 66
2024
Q1
$441K Buy
2,422
+125
+5% +$22.8K 0.4% 57
2023
Q4
$356K Buy
+2,297
New +$356K 0.42% 54