Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$770K Sell
15,415
-1,314
-8% -$65.6K 0.26% 80
2025
Q1
$553K Sell
16,729
-141
-0.8% -$4.66K 0.21% 109
2024
Q4
$648K Buy
16,870
+1,644
+11% +$63.1K 0.23% 95
2024
Q3
$509K Buy
15,226
+2,102
+16% +$70.3K 0.19% 111
2024
Q2
$387K Buy
13,124
+1,860
+17% +$54.9K 0.16% 132
2024
Q1
$322K Buy
11,264
+312
+3% +$8.93K 0.13% 157
2023
Q4
$251K Buy
10,952
+795
+8% +$18.2K 0.1% 174
2023
Q3
$207K Buy
10,157
+183
+2% +$3.72K 0.1% 185
2023
Q2
$208K Buy
+9,974
New +$208K 0.09% 204