Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
1,089
-55
-5% -$25.8K 0.27% 63
2025
Q1
$533K Buy
1,144
+34
+3% +$15.8K 0.3% 60
2024
Q4
$465K Buy
1,110
+31
+3% +$13K 0.26% 67
2024
Q3
$515K Buy
1,079
+44
+4% +$21K 0.26% 58
2024
Q2
$454K Buy
1,035
+14
+1% +$6.15K 0.22% 58
2024
Q1
$474K Buy
1,021
+55
+6% +$25.5K 0.22% 59
2023
Q4
$397K Buy
+966
New +$397K 0.2% 69