Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
2,116
-724
-25% -$68.8K 0.04% 334
2025
Q1
$277K Buy
2,840
+109
+4% +$10.6K 0.05% 212
2024
Q4
$284K Buy
2,731
+116
+4% +$12.1K 0.06% 188
2024
Q3
$258K Buy
2,615
+438
+20% +$43.2K 0.06% 192
2024
Q2
$224K Buy
2,177
+237
+12% +$24.4K 0.06% 183
2024
Q1
$240K Buy
+1,940
New +$240K 0.07% 165