Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$744K Sell
3,392
-429
-11% -$94.1K 0.31% 38
2025
Q1
$727K Buy
3,821
+27
+0.7% +$5.14K 0.33% 37
2024
Q4
$832K Buy
3,794
+154
+4% +$33.8K 0.34% 33
2024
Q3
$678K Buy
3,640
+241
+7% +$44.9K 0.29% 38
2024
Q2
$657K Buy
3,399
+101
+3% +$19.5K 0.3% 38
2024
Q1
$595K Buy
3,298
+83
+3% +$15K 0.3% 33
2023
Q4
$489K Sell
3,215
-970
-23% -$147K 0.25% 46
2023
Q3
$532K Buy
4,185
+1,437
+52% +$183K 0.31% 33
2023
Q2
$358K Buy
+2,748
New +$358K 0.22% 37