Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
1,106
+232
+27% +$68.4K 0.13% 102
2025
Q1
$217K Buy
874
+142
+19% +$35.3K 0.11% 104
2024
Q4
$161K Buy
732
+158
+28% +$34.7K 0.06% 123
2024
Q3
$127K Sell
574
-52
-8% -$11.5K 0.06% 113
2024
Q2
$108K Buy
626
+183
+41% +$31.7K 0.05% 122
2024
Q1
$84.6K Sell
443
-754
-63% -$144K 0.04% 147
2023
Q4
$196K Buy
+1,197
New +$196K 0.15% 85