Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
5,160
+165
+3% +$13.5K 0.42% 71
2025
Q1
$496K Sell
4,995
-15
-0.3% -$1.49K 0.54% 61
2024
Q4
$503K Sell
5,010
-205
-4% -$20.6K 0.53% 63
2024
Q3
$475K Sell
5,215
-55
-1% -$5.01K 0.48% 68
2024
Q2
$430K Buy
5,270
+425
+9% +$34.7K 0.43% 70
2024
Q1
$388K Buy
4,845
+145
+3% +$11.6K 0.41% 69
2023
Q4
$330K Buy
+4,700
New +$330K 0.39% 67