Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
2,611
-40
-2% -$8.75K 0.26% 60
2025
Q1
$355K Buy
2,651
+142
+6% +$19K 0.19% 66
2024
Q4
$418K Buy
2,509
+387
+18% +$64.5K 0.2% 64
2024
Q3
$362K Buy
2,122
+219
+12% +$37.3K 0.18% 67
2024
Q2
$269K Buy
1,903
+128
+7% +$18.1K 0.13% 76
2024
Q1
$223K Buy
+1,775
New +$223K 0.12% 77