Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
1,985
+101
+5% +$32.1K 0.2% 80
2025
Q1
$488K Buy
1,884
+40
+2% +$10.4K 0.18% 80
2024
Q4
$745K Sell
1,844
-133
-7% -$53.7K 0.27% 67
2024
Q3
$517K Sell
1,977
-51
-3% -$13.3K 0.18% 89
2024
Q2
$426K Buy
2,028
+384
+23% +$80.6K 0.15% 94
2024
Q1
$289K Buy
+1,644
New +$289K 0.1% 116