Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
3,706
+416
+13% +$79.1K 0.21% 96
2025
Q1
$386K Sell
3,290
-340
-9% -$39.9K 0.13% 115
2024
Q4
$619K Sell
3,630
-150
-4% -$25.6K 0.21% 95
2024
Q3
$448K Buy
3,780
+81
+2% +$9.6K 0.16% 107
2024
Q2
$318K Buy
3,699
+78
+2% +$6.71K 0.12% 117
2024
Q1
$252K Buy
+3,621
New +$252K 0.1% 128