Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Buy
4,632
+1,150
+33% +$165K 0.26% 87
2025
Q1
$583K Sell
3,482
-213
-6% -$35.6K 0.31% 70
2024
Q4
$535K Buy
3,695
+518
+16% +$75K 0.27% 80
2024
Q3
$468K Buy
3,177
+189
+6% +$27.8K 0.38% 66
2024
Q2
$467K Sell
2,988
-437
-13% -$68.4K 0.3% 68
2024
Q1
$540K Buy
3,425
+315
+10% +$49.7K 0.6% 46
2023
Q4
$464K Buy
+3,110
New +$464K 0.59% 47