Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
4,221
+69
+2% +$10.9K 0.25% 31
2025
Q1
$450K Buy
4,152
+65
+2% +$7.04K 0.19% 40
2024
Q4
$549K Sell
4,087
-362
-8% -$48.6K 0.24% 36
2024
Q3
$540K Buy
4,449
+42
+1% +$5.1K 0.24% 35
2024
Q2
$544K Sell
4,407
-1,553
-26% -$192K 0.27% 36
2024
Q1
$538K Buy
5,960
+1,750
+42% +$158K 0.29% 36
2023
Q4
$208K Buy
+4,210
New +$208K 0.13% 73