Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
2,314
+44
+2% +$8.17K 0.04% 98
2025
Q1
$476K Sell
2,270
-371
-14% -$77.7K 0.05% 88
2024
Q4
$469K Sell
2,641
-1,036
-28% -$184K 0.05% 89
2024
Q3
$726K Buy
3,677
+1,528
+71% +$302K 0.08% 75
2024
Q2
$369K Buy
2,149
+658
+44% +$113K 0.05% 96
2024
Q1
$272K Buy
+1,491
New +$272K 0.04% 108