Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
2,304
+52
+2% +$11.8K 0.31% 60
2025
Q1
$374K Buy
2,252
+4
+0.2% +$664 0.25% 88
2024
Q4
$444K Sell
2,248
-101
-4% -$19.9K 0.28% 65
2024
Q3
$408K Buy
2,349
+4
+0.2% +$695 0.27% 73
2024
Q2
$408K Buy
2,345
+431
+23% +$74.9K 0.3% 65
2024
Q1
$260K Sell
1,914
-140
-7% -$19K 0.2% 112
2023
Q4
$214K Buy
+2,054
New +$214K 0.19% 125