Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
1,654
+14
+0.9% +$3.07K 0.22% 34
2025
Q1
$274K Buy
1,640
+20
+1% +$3.35K 0.21% 38
2024
Q4
$355K Buy
1,620
+2
+0.1% +$439 0.27% 32
2024
Q3
$301K Sell
1,618
-52
-3% -$9.69K 0.24% 36
2024
Q2
$323K Sell
1,670
-126
-7% -$24.4K 0.28% 34
2024
Q1
$324K Sell
1,796
-313
-15% -$56.5K 0.3% 36
2023
Q4
$320K Buy
+2,109
New +$320K 0.33% 34