Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
12,754
+845
+7% +$25.3K 0.09% 86
2025
Q1
$402K Sell
11,909
-1,504
-11% -$50.8K 0.1% 81
2024
Q4
$396K Sell
13,413
-696
-5% -$20.6K 0.11% 72
2024
Q3
$443K Buy
14,109
+1,758
+14% +$55.2K 0.12% 70
2024
Q2
$446K Buy
12,351
+4,594
+59% +$166K 0.14% 68
2024
Q1
$292K Buy
7,757
+1,382
+22% +$52.1K 0.09% 82
2023
Q4
$226K Buy
+6,375
New +$226K 0.09% 92