Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
2,708
-960
-26% -$217K 0.09% 213
2025
Q1
$609K Buy
3,668
+267
+8% +$44.3K 0.1% 206
2024
Q4
$672K Buy
3,401
+129
+4% +$25.5K 0.11% 189
2024
Q3
$568K Buy
3,272
+91
+3% +$15.8K 0.1% 210
2024
Q2
$553K Buy
3,181
+653
+26% +$113K 0.11% 193
2024
Q1
$344K Buy
+2,528
New +$344K 0.06% 253