Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
5,149
+33
+0.6% +$3.33K 0.06% 329
2025
Q1
$536K Sell
5,116
-376
-7% -$39.4K 0.06% 298
2024
Q4
$698K Buy
5,492
+372
+7% +$47.3K 0.08% 266
2024
Q3
$719K Buy
+5,120
New +$719K 0.08% 259
2024
Q2
Sell
-2,581
Closed -$384K 419
2024
Q1
$384K Sell
2,581
-807
-24% -$120K 0.08% 278
2023
Q4
$493K Buy
+3,388
New +$493K 0.08% 146