Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
9,406
+171
+2% +$7.43K 0.1% 144
2025
Q1
$426K Sell
9,235
-95
-1% -$4.38K 0.12% 124
2024
Q4
$351K Sell
9,330
-2,044
-18% -$76.9K 0.1% 138
2024
Q3
$461K Buy
11,374
+73
+0.6% +$2.96K 0.14% 117
2024
Q2
$391K Buy
11,301
+3,385
+43% +$117K 0.13% 118
2024
Q1
$297K Buy
+7,916
New +$297K 0.1% 130
2023
Q2
$273K Sell
6,708
-3,483
-34% -$142K 0.09% 157
2023
Q1
$427K Buy
+10,191
New +$427K 0.14% 115