Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Sell
4,415
-49
-1% -$7.46K 0.29% 63
2025
Q1
$656K Sell
4,464
-125
-3% -$18.4K 0.32% 64
2024
Q4
$592K Buy
4,589
+570
+14% +$73.6K 0.28% 73
2024
Q3
$549K Buy
4,019
+460
+13% +$62.9K 0.27% 72
2024
Q2
$364K Buy
+3,559
New +$364K 0.18% 98