Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
26,391
+5,947
+29% +$64.4K 0.23% 107
2025
Q1
$205K Sell
20,444
-230
-1% -$2.31K 0.15% 132
2024
Q4
$205K Sell
20,674
-595
-3% -$5.9K 0.15% 134
2024
Q3
$225K Buy
21,269
+190
+0.9% +$2.01K 0.16% 135
2024
Q2
$264K Buy
+21,079
New +$264K 0.24% 112