Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
1,928
+167
+9% +$45K 0.08% 123
2025
Q1
$446K Sell
1,761
-133
-7% -$33.7K 0.08% 126
2024
Q4
$444K Sell
1,894
-49
-3% -$11.5K 0.08% 123
2024
Q3
$496K Buy
1,943
+12
+0.6% +$3.06K 0.09% 110
2024
Q2
$460K Buy
1,931
+157
+9% +$37.4K 0.1% 118
2024
Q1
$410K Buy
1,774
+364
+26% +$84.1K 0.09% 128
2023
Q4
$280K Buy
1,410
+94
+7% +$18.6K 0.07% 136
2023
Q3
$223K Buy
+1,316
New +$223K 0.06% 144