Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
5,158
-298
-5% -$18.1K 0.19% 115
2025
Q1
$313K Buy
5,456
+51
+0.9% +$2.93K 0.21% 103
2024
Q4
$267K Buy
5,405
+190
+4% +$9.4K 0.17% 115
2024
Q3
$236K Buy
5,215
+473
+10% +$21.4K 0.16% 137
2024
Q2
$206K Buy
+4,742
New +$206K 0.15% 140