Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
6,970
-116
-2% -$6.3K 0.16% 38
2025
Q1
$357K Sell
7,086
-152
-2% -$7.66K 0.18% 43
2024
Q4
$329K Sell
7,238
-26
-0.4% -$1.18K 0.17% 47
2024
Q3
$345K Buy
7,264
+19
+0.3% +$902 0.18% 46
2024
Q2
$332K Sell
7,245
-35
-0.5% -$1.61K 0.2% 43
2024
Q1
$315K Sell
7,280
-149
-2% -$6.45K 0.2% 43
2023
Q4
$295K Buy
+7,429
New +$295K 0.13% 54