Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
1,114
+116
+12% +$32.4K 0.18% 59
2025
Q1
$311K Sell
998
-418
-30% -$130K 0.17% 55
2024
Q4
$369K Buy
1,416
+63
+5% +$16.4K 0.19% 48
2024
Q3
$436K Buy
1,353
+233
+21% +$75.1K 0.25% 39
2024
Q2
$350K Buy
1,120
+329
+42% +$103K 0.22% 43
2024
Q1
$225K Buy
+791
New +$225K 0.15% 55
2023
Q1
Sell
-834
Closed -$219K 51
2022
Q4
$219K Buy
+834
New +$219K 0.19% 49