Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
1,522
+22
+1% +$3.19K 0.22% 81
2025
Q1
$231K Sell
1,500
-332
-18% -$51.1K 0.15% 144
2024
Q4
$257K Buy
1,832
+332
+22% +$46.6K 0.17% 137
2024
Q3
$201K Sell
1,500
-246
-14% -$33K 0.13% 148
2024
Q2
$207K Buy
1,746
+6
+0.3% +$711 0.15% 144
2024
Q1
$214K Buy
+1,740
New +$214K 0.16% 139