Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
16,823
+2,745
+19% +$60K 0.11% 214
2025
Q1
$276K Buy
14,078
+1,526
+12% +$29.9K 0.13% 179
2024
Q4
$197K Sell
12,552
-993
-7% -$15.6K 0.1% 183
2024
Q3
$246K Sell
13,545
-100
-0.7% -$1.82K 0.15% 152
2024
Q2
$234K Buy
13,645
+895
+7% +$15.3K 0.16% 149
2024
Q1
$210K Buy
12,750
+212
+2% +$3.5K 0.14% 163
2023
Q4
$188K Buy
+12,538
New +$188K 0.14% 168