Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
1,098
+38
+4% +$13.6K 0.19% 105
2025
Q1
$288K Sell
1,060
-120
-10% -$32.6K 0.17% 109
2024
Q4
$392K Buy
1,180
+5
+0.4% +$1.66K 0.25% 81
2024
Q3
$389K Buy
1,175
+160
+16% +$53K 0.25% 84
2024
Q2
$318K Buy
1,015
+31
+3% +$9.72K 0.24% 87
2024
Q1
$308K Sell
984
-5
-0.5% -$1.56K 0.25% 82
2023
Q4
$238K Buy
+989
New +$238K 0.22% 90