Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Buy
2,872
+37
+1% +$8.41K 0.11% 182
2025
Q1
$691K Sell
2,835
-71
-2% -$17.3K 0.14% 148
2024
Q4
$818K Sell
2,906
-525
-15% -$148K 0.16% 146
2024
Q3
$939K Sell
3,431
-23
-0.7% -$6.3K 0.21% 109
2024
Q2
$1.04M Sell
3,454
-149
-4% -$44.7K 0.32% 78
2024
Q1
$1.04M Buy
+3,603
New +$1.04M 0.39% 73