Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
4,687
+278
+6% +$19.9K 0.32% 44
2025
Q1
$298K Buy
4,409
+11
+0.3% +$745 0.3% 50
2024
Q4
$269K Buy
4,398
+305
+7% +$18.7K 0.26% 65
2024
Q3
$231K Buy
4,093
+25
+0.6% +$1.41K 0.24% 82
2024
Q2
$203K Sell
4,068
-205
-5% -$10.2K 0.21% 89
2024
Q1
$244K Buy
+4,273
New +$244K 0.23% 70