Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
2,014
+7
+0.3% +$2.22K 0.23% 47
2025
Q1
$520K Buy
2,007
+225
+13% +$58.3K 0.21% 49
2024
Q4
$720K Sell
1,782
-40
-2% -$16.2K 0.29% 39
2024
Q3
$477K Buy
1,822
+345
+23% +$90.3K 0.19% 43
2024
Q2
$292K Buy
+1,477
New +$292K 0.12% 54