Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861K Buy
8,801
+18
+0.2% +$1.76K 0.81% 13
2025
Q1
$771K Sell
8,783
-103
-1% -$9.04K 0.79% 13
2024
Q4
$803K Buy
8,886
+599
+7% +$54.1K 0.77% 15
2024
Q3
$661K Sell
8,287
-633
-7% -$50.5K 0.68% 16
2024
Q2
$604K Buy
8,920
+203
+2% +$13.7K 0.63% 18
2024
Q1
$525K Buy
8,717
+728
+9% +$43.8K 0.5% 17
2023
Q4
$420K Buy
+7,989
New +$420K 0.5% 16