Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
3,776
+94
+3% +$7.67K 0.12% 164
2025
Q1
$365K Sell
3,682
-82
-2% -$8.14K 0.19% 101
2024
Q4
$378K Buy
3,764
+47
+1% +$4.72K 0.19% 103
2024
Q3
$339K Buy
3,717
+210
+6% +$19.1K 0.28% 93
2024
Q2
$286K Buy
3,507
+20
+0.6% +$1.63K 0.19% 112
2024
Q1
$280K Hold
3,487
0.31% 101
2023
Q4
$245K Buy
+3,487
New +$245K 0.31% 103