Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
1,368
+20
+1% +$6.35K 0.18% 74
2025
Q1
$349K Sell
1,348
-63
-4% -$16.3K 0.16% 83
2024
Q4
$570K Buy
1,411
+8
+0.6% +$3.23K 0.27% 59
2024
Q3
$367K Sell
1,403
-27
-2% -$7.06K 0.18% 80
2024
Q2
$283K Buy
1,430
+150
+12% +$29.7K 0.16% 83
2024
Q1
$225K Buy
+1,280
New +$225K 0.13% 91