Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
8,783
+2
+0% +$149 0.2% 66
2025
Q1
$595K Sell
8,781
-182
-2% -$12.3K 0.21% 70
2024
Q4
$555K Buy
8,963
+1,669
+23% +$103K 0.18% 67
2024
Q3
$475K Buy
7,294
+386
+6% +$25.1K 0.19% 53
2024
Q2
$371K Buy
6,908
+1,913
+38% +$103K 0.16% 52
2024
Q1
$264K Buy
+4,995
New +$264K 0.12% 86