Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$724K Sell
2,456
-26
-1% -$7.66K 0.52% 31
2025
Q1
$617K Buy
2,482
+3
+0.1% +$746 0.63% 32
2024
Q4
$545K Buy
2,479
+60
+2% +$13.2K 0.52% 37
2024
Q3
$535K Buy
2,419
+24
+1% +$5.31K 0.54% 40
2024
Q2
$414K Buy
2,395
+40
+2% +$6.92K 0.45% 52
2024
Q1
$447K Sell
2,355
-61
-3% -$11.6K 0.53% 47
2023
Q4
$395K Buy
+2,416
New +$395K 0.51% 52