Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Buy
2,324
+153
+7% +$33.4K 0.27% 64
2025
Q1
$303K Buy
2,171
+124
+6% +$17.3K 0.17% 102
2024
Q4
$341K Sell
2,047
-17
-0.8% -$2.83K 0.19% 87
2024
Q3
$352K Buy
2,064
+132
+7% +$22.5K 0.18% 80
2024
Q2
$273K Buy
1,932
+25
+1% +$3.53K 0.13% 92
2024
Q1
$240K Buy
+1,907
New +$240K 0.11% 104