Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
1,965
-111
-5% -$17.5K 0.1% 81
2025
Q1
$225K Buy
2,076
+217
+12% +$23.5K 0.08% 100
2024
Q4
$250K Sell
1,859
-712
-28% -$95.6K 0.08% 96
2024
Q3
$312K Buy
2,571
+311
+14% +$37.8K 0.1% 90
2024
Q2
$279K Buy
2,260
+280
+14% +$34.6K 0.1% 85
2024
Q1
$179K Buy
+1,980
New +$179K 0.06% 121