Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
32,642
+303
+0.9% +$3.29K 0.25% 78
2025
Q1
$324K Sell
32,339
-106
-0.3% -$1.06K 0.26% 84
2024
Q4
$321K Sell
32,445
-5,980
-16% -$59.2K 0.23% 90
2024
Q3
$406K Buy
38,425
+168
+0.4% +$1.77K 0.3% 78
2024
Q2
$480K Buy
38,257
+187
+0.5% +$2.35K 0.4% 59
2024
Q1
$506K Sell
38,070
-592
-2% -$7.86K 0.46% 50
2023
Q4
$471K Buy
+38,662
New +$471K 0.55% 42