Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
1,711
+139
+9% +$44.2K 0.21% 85
2025
Q1
$407K Sell
1,572
-586
-27% -$152K 0.17% 100
2024
Q4
$871K Buy
2,158
+278
+15% +$112K 0.34% 63
2024
Q3
$492K Sell
1,880
-61
-3% -$16K 0.19% 91
2024
Q2
$432K Buy
1,941
+144
+8% +$32.1K 0.19% 94
2024
Q1
$447K Hold
1,797
0.21% 84
2023
Q4
$447K Buy
+1,797
New +$447K 0.21% 84