Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$938K Sell
5,938
-78
-1% -$12.3K 0.52% 32
2025
Q1
$652K Buy
6,016
+183
+3% +$19.8K 0.4% 37
2024
Q4
$783K Buy
5,833
+419
+8% +$56.3K 0.5% 36
2024
Q3
$657K Sell
5,414
-824
-13% -$100K 0.43% 35
2024
Q2
$771K Buy
6,238
+658
+12% +$81.3K 0.55% 34
2024
Q1
$504K Buy
5,580
+180
+3% +$16.3K 0.37% 38
2023
Q4
$267K Buy
+5,400
New +$267K 0.21% 48