Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
1,610
-54
-3% -$17.9K 0.45% 78
2025
Q1
$548K Buy
1,664
+731
+78% +$241K 0.51% 64
2024
Q4
$258K Buy
933
+139
+18% +$38.4K 0.23% 130
2024
Q3
$275K Buy
794
+73
+10% +$25.3K 0.25% 127
2024
Q2
$238K Buy
721
+3
+0.4% +$991 0.23% 130
2024
Q1
$261K Buy
718
+3
+0.4% +$1.09K 0.26% 122
2023
Q4
$214K Buy
+715
New +$214K 0.24% 126
2022
Q4
$233K Buy
+702
New +$233K 0.33% 114