Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
6,773
-77
-1% -$6.09K 0.39% 44
2025
Q1
$615K Buy
6,850
+12
+0.2% +$1.08K 0.63% 33
2024
Q4
$680K Buy
6,838
+181
+3% +$18K 0.65% 27
2024
Q3
$756K Buy
6,657
+25
+0.4% +$2.84K 0.77% 24
2024
Q2
$821K Buy
6,632
+60
+0.9% +$7.43K 0.89% 21
2024
Q1
$861K Sell
6,572
-129
-2% -$16.9K 1.03% 20
2023
Q4
$731K Buy
+6,701
New +$731K 0.95% 21