Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
721
+4
+0.6% +$1.88K 0.23% 80
2025
Q1
$334K Buy
717
+36
+5% +$16.8K 0.26% 80
2024
Q4
$285K Sell
681
-81
-11% -$33.9K 0.2% 102
2024
Q3
$363K Buy
762
+12
+2% +$5.72K 0.27% 83
2024
Q2
$329K Buy
750
+63
+9% +$27.6K 0.27% 87
2024
Q1
$319K Buy
687
+89
+15% +$41.3K 0.29% 83
2023
Q4
$246K Buy
+598
New +$246K 0.29% 80