Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
2,057
+38
+2% +$6.79K 0.15% 96
2025
Q1
$324K Sell
2,019
-35
-2% -$5.61K 0.16% 94
2024
Q4
$357K Buy
2,054
+110
+6% +$19.1K 0.16% 94
2024
Q3
$440K Sell
1,944
-216
-10% -$48.9K 0.2% 87
2024
Q2
$483K Sell
2,160
-94
-4% -$21K 0.2% 87
2024
Q1
$577K Buy
2,254
+13
+0.6% +$3.33K 0.25% 84
2023
Q4
$509K Buy
+2,241
New +$509K 0.24% 92