Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
7,580
+66
+0.9% +$4.58K 0.12% 107
2025
Q1
$464K Sell
7,514
-339
-4% -$20.9K 0.13% 112
2024
Q4
$465K Buy
7,853
+853
+12% +$50.5K 0.13% 113
2024
Q3
$373K Buy
7,000
+622
+10% +$33.1K 0.14% 140
2024
Q2
$303K Buy
6,378
+1,492
+31% +$70.9K 0.16% 141
2024
Q1
$244K Sell
4,886
-6,406
-57% -$320K 0.22% 129
2023
Q4
$570K Buy
+11,292
New +$570K 0.64% 47