Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
7,485
+665
+10% +$47.2K 0.36% 79
2025
Q1
$433K Sell
6,820
-200
-3% -$12.7K 0.29% 82
2024
Q4
$531K Hold
7,020
0.37% 75
2024
Q3
$621K Buy
7,020
+2,130
+44% +$188K 0.42% 69
2024
Q2
$369K Hold
4,890
0.29% 74
2024
Q1
$460K Sell
4,890
-235
-5% -$22.1K 0.36% 70
2023
Q4
$556K Sell
5,125
-349
-6% -$37.9K 0.45% 63
2023
Q3
$523K Buy
+5,474
New +$523K 0.45% 63