Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
8,247
-125
-1% -$8.88K 0.23% 63
2025
Q1
$531K Buy
8,372
+550
+7% +$34.9K 0.27% 62
2024
Q4
$592K Buy
7,822
+1,582
+25% +$120K 0.23% 48
2024
Q3
$552K Buy
6,240
+1,240
+25% +$110K 0.24% 51
2024
Q2
$377K Buy
5,000
+1,183
+31% +$89.2K 0.16% 67
2024
Q1
$359K Buy
3,817
+1,787
+88% +$168K 0.16% 68
2023
Q4
$220K Buy
+2,030
New +$220K 0.17% 79