Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
3,287
+11
+0.3% +$1.74K 0.25% 42
2025
Q1
$355K Sell
3,276
-126
-4% -$13.7K 0.19% 48
2024
Q4
$457K Buy
3,402
+150
+5% +$20.1K 0.25% 43
2024
Q3
$395K Buy
3,252
+902
+38% +$110K 0.21% 44
2024
Q2
$290K Hold
2,350
0.17% 49
2024
Q1
$212K Buy
+2,350
New +$212K 0.12% 54