Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
9,124
-2,043
-18% -$72.9K 0.06% 247
2025
Q1
$381K Buy
11,167
+417
+4% +$14.2K 0.09% 201
2024
Q4
$411K Buy
10,750
+1,173
+12% +$44.8K 0.09% 188
2024
Q3
$399K Buy
9,577
+2,656
+38% +$111K 0.1% 166
2024
Q2
$269K Buy
+6,921
New +$269K 0.08% 175