Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
4,517
+49
+1% +$3.45K 0.17% 97
2025
Q1
$327K Sell
4,468
-1
-0% -$73 0.18% 93
2024
Q4
$280K Sell
4,469
-226
-5% -$14.2K 0.15% 101
2024
Q3
$310K Buy
4,695
+345
+8% +$22.8K 0.16% 91
2024
Q2
$314K Buy
4,350
+383
+10% +$27.6K 0.15% 81
2024
Q1
$266K Buy
3,967
+463
+13% +$31K 0.12% 91
2023
Q4
$231K Buy
+3,504
New +$231K 0.12% 107