Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
7,960
+1,047
+15% +$72.6K 0.16% 73
2025
Q1
$427K Sell
6,913
-2,661
-28% -$164K 0.15% 77
2024
Q4
$567K Sell
9,574
-2,768
-22% -$164K 0.19% 60
2024
Q3
$657K Buy
12,342
+3,635
+42% +$193K 0.24% 63
2024
Q2
$414K Buy
8,707
+23
+0.3% +$1.09K 0.16% 73
2024
Q1
$433K Buy
+8,684
New +$433K 0.17% 77