Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
1,394
+132
+10% +$36.9K 0.15% 137
2025
Q1
$393K Sell
1,262
-42
-3% -$13.1K 0.21% 93
2024
Q4
$340K Buy
1,304
+288
+28% +$75K 0.17% 115
2024
Q3
$327K Sell
1,016
-155
-13% -$49.9K 0.27% 96
2024
Q2
$366K Sell
1,171
-37
-3% -$11.6K 0.24% 89
2024
Q1
$343K Sell
1,208
-101
-8% -$28.7K 0.38% 83
2023
Q4
$377K Buy
+1,309
New +$377K 0.48% 62