Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
1,069
+49
+5% +$17.5K 0.09% 116
2025
Q1
$277K Buy
1,020
+6
+0.6% +$1.63K 0.07% 130
2024
Q4
$337K Sell
1,014
-28
-3% -$9.29K 0.1% 112
2024
Q3
$345K Sell
1,042
-8
-0.8% -$2.65K 0.1% 115
2024
Q2
$329K Buy
1,050
+61
+6% +$19.1K 0.11% 109
2024
Q1
$309K Buy
989
+11
+1% +$3.44K 0.11% 114
2023
Q4
$236K Sell
978
-23
-2% -$5.54K 0.09% 123
2023
Q3
$213K Sell
1,001
-365
-27% -$77.8K 0.1% 128
2023
Q2
$275K Buy
+1,366
New +$275K 0.25% 70