Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Sell
2,109
-85
-4% -$25.2K 0.19% 100
2025
Q1
$684K Sell
2,194
-23
-1% -$7.17K 0.24% 92
2024
Q4
$592K Buy
2,217
+220
+11% +$58.8K 0.2% 98
2024
Q3
$643K Sell
1,997
-50
-2% -$16.1K 0.24% 94
2024
Q2
$640K Buy
2,047
+50
+3% +$15.6K 0.25% 86
2024
Q1
$568K Buy
+1,997
New +$568K 0.23% 96