Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
5,682
+209
+4% +$15.8K 0.06% 137
2025
Q1
$391K Sell
5,473
-722
-12% -$51.5K 0.07% 140
2024
Q4
$543K Buy
6,195
+125
+2% +$11K 0.1% 94
2024
Q3
$508K Sell
6,070
-300
-5% -$25.1K 0.1% 105
2024
Q2
$484K Sell
6,370
-36
-0.6% -$2.74K 0.1% 110
2024
Q1
$460K Buy
+6,406
New +$460K 0.1% 114