Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
1,793
-218
-11% -$37.6K 0.16% 102
2025
Q1
$355K Buy
2,011
+68
+3% +$12K 0.2% 85
2024
Q4
$378K Buy
1,943
+1
+0.1% +$195 0.21% 81
2024
Q3
$347K Sell
1,942
-61
-3% -$10.9K 0.18% 84
2024
Q2
$411K Buy
2,003
+67
+3% +$13.7K 0.2% 64
2024
Q1
$487K Buy
1,936
+141
+8% +$35.5K 0.23% 58
2023
Q4
$329K Buy
+1,795
New +$329K 0.17% 77