Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Buy
9,291
+108
+1% +$9.91K 0.28% 67
2025
Q1
$680K Buy
9,183
+238
+3% +$17.6K 0.31% 67
2024
Q4
$540K Sell
8,945
-1,485
-14% -$89.6K 0.23% 76
2024
Q3
$784K Buy
10,430
+120
+1% +$9.02K 0.36% 56
2024
Q2
$749K Buy
10,310
+129
+1% +$9.38K 0.37% 54
2024
Q1
$784K Sell
10,181
-475
-4% -$36.6K 0.44% 48
2023
Q4
$656K Buy
+10,656
New +$656K 0.42% 50