Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
5,433
+298
+6% +$30.1K 0.01% 590
2025
Q1
$500K Sell
5,135
-48
-0.9% -$4.68K 0.01% 568
2024
Q4
$528K Sell
5,183
-272
-5% -$27.7K 0.01% 513
2024
Q3
$610K Buy
5,455
+773
+17% +$86.5K 0.02% 469
2024
Q2
$447K Buy
4,682
+340
+8% +$32.5K 0.01% 519
2024
Q1
$385K Buy
4,342
+1,161
+36% +$103K 0.01% 551
2023
Q4
$262K Buy
+3,181
New +$262K 0.01% 582