Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
11,945
-3,103
-21% -$89.8K 0.16% 140
2025
Q1
$426K Sell
15,048
-4,201
-22% -$119K 0.26% 68
2024
Q4
$438K Buy
19,249
+93
+0.5% +$2.12K 0.28% 56
2024
Q3
$421K Buy
19,156
+403
+2% +$8.87K 0.28% 59
2024
Q2
$358K Sell
18,753
-1,741
-8% -$33.3K 0.25% 66
2024
Q1
$361K Buy
20,494
+214
+1% +$3.77K 0.27% 62
2023
Q4
$340K Buy
+20,280
New +$340K 0.29% 60