Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
15,215
+2,251
+17% +$46.6K 0.1% 137
2025
Q1
$311K Buy
12,964
+898
+7% +$21.5K 0.11% 126
2024
Q4
$254K Sell
12,066
-31
-0.3% -$652 0.09% 141
2024
Q3
$280K Sell
12,097
-189
-2% -$4.37K 0.1% 130
2024
Q2
$223K Sell
12,286
-508
-4% -$9.24K 0.09% 138
2024
Q1
$275K Buy
+12,794
New +$275K 0.11% 121