Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
2,337
+476
+26% +$62.8K 0.12% 163
2025
Q1
$279K Sell
1,861
-411
-18% -$61.6K 0.15% 127
2024
Q4
$349K Buy
2,272
+551
+32% +$84.5K 0.18% 114
2024
Q3
$293K Buy
1,721
+435
+34% +$74K 0.24% 104
2024
Q2
$212K Buy
1,286
+44
+4% +$7.26K 0.14% 148
2024
Q1
$219K Buy
1,242
+54
+5% +$9.52K 0.24% 124
2023
Q4
$203K Buy
+1,188
New +$203K 0.26% 124