Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
5,202
+62
+1% +$5.79K 0.34% 61
2025
Q1
$375K Sell
5,140
-166
-3% -$12.1K 0.3% 70
2024
Q4
$320K Sell
5,306
-409
-7% -$24.7K 0.23% 92
2024
Q3
$430K Buy
5,715
+536
+10% +$40.3K 0.32% 73
2024
Q2
$376K Buy
5,179
+1,447
+39% +$105K 0.31% 78
2024
Q1
$287K Buy
+3,732
New +$287K 0.26% 92