Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
804
+53
+7% +$18.9K 0.1% 137
2025
Q1
$204K Sell
751
-142
-16% -$38.6K 0.09% 166
2024
Q4
$296K Buy
893
+57
+7% +$18.9K 0.19% 118
2024
Q3
$277K Sell
836
-483
-37% -$160K 0.16% 124
2024
Q2
$414K Buy
1,319
+328
+33% +$103K 0.21% 94
2024
Q1
$311K Sell
991
-84
-8% -$26.3K 0.2% 106
2023
Q4
$259K Buy
+1,075
New +$259K 0.18% 127