Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Sell
10,105
-706
-7% -$42.9K 0.33% 52
2025
Q1
$621K Buy
10,811
+978
+10% +$56.2K 0.35% 53
2024
Q4
$486K Buy
9,833
+678
+7% +$33.5K 0.27% 64
2024
Q3
$414K Buy
9,155
+904
+11% +$40.9K 0.21% 68
2024
Q2
$359K Buy
8,251
+1,438
+21% +$62.6K 0.18% 73
2024
Q1
$268K Buy
6,813
+323
+5% +$12.7K 0.12% 89
2023
Q4
$263K Buy
+6,490
New +$263K 0.13% 96