Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
4,337
+28
+0.6% +$1.99K 0.31% 66
2025
Q1
$274K Buy
4,309
+277
+7% +$17.6K 0.18% 122
2024
Q4
$305K Buy
4,032
+172
+4% +$13K 0.2% 116
2024
Q3
$341K Sell
3,860
-897
-19% -$79.2K 0.23% 102
2024
Q2
$359K Sell
4,757
-306
-6% -$23.1K 0.26% 96
2024
Q1
$476K Buy
+5,063
New +$476K 0.36% 66