Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
1,267
+30
+2% +$9.53K 0.7% 34
2025
Q1
$321K Buy
1,237
+26
+2% +$6.74K 0.47% 41
2024
Q4
$489K Sell
1,211
-23
-2% -$9.29K 0.71% 32
2024
Q3
$323K Sell
1,234
-150
-11% -$39.2K 0.48% 38
2024
Q2
$274K Buy
1,384
+14
+1% +$2.77K 0.43% 42
2024
Q1
$241K Buy
1,370
+405
+42% +$71.2K 0.38% 46
2023
Q4
$240K Buy
+965
New +$240K 0.4% 44