Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
53,647
+4,446
+9% +$47.8K 0.4% 47
2025
Q1
$544K Sell
49,201
-540
-1% -$5.97K 0.38% 50
2024
Q4
$628K Buy
49,741
+2,071
+4% +$26.2K 0.46% 42
2024
Q3
$412K Buy
47,670
+3,893
+9% +$33.6K 0.3% 60
2024
Q2
$360K Buy
43,777
+14,024
+47% +$115K 0.28% 65
2024
Q1
$266K Buy
29,753
+11,483
+63% +$103K 0.2% 74
2023
Q4
$173K Buy
+18,270
New +$173K 0.14% 75