Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
1,524
-31
-2% -$14.5K 0.46% 40
2025
Q1
$724K Buy
1,555
+312
+25% +$145K 0.53% 41
2024
Q4
$520K Buy
1,243
+37
+3% +$15.5K 0.37% 47
2024
Q3
$575K Buy
1,206
+47
+4% +$22.4K 0.43% 42
2024
Q2
$509K Buy
1,159
+38
+3% +$16.7K 0.38% 45
2024
Q1
$521K Sell
1,121
-28
-2% -$13K 0.4% 43
2023
Q4
$472K Buy
+1,149
New +$472K 0.39% 44