Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
1,747
-767
-31% -$132K 0.07% 177
2025
Q1
$555K Buy
2,514
+402
+19% +$88.8K 0.16% 96
2024
Q4
$434K Buy
2,112
+75
+4% +$15.4K 0.12% 118
2024
Q3
$366K Sell
2,037
-126
-6% -$22.6K 0.14% 144
2024
Q2
$322K Buy
2,163
+505
+30% +$75.3K 0.17% 126
2024
Q1
$265K Buy
+1,658
New +$265K 0.24% 118