Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
2,065
-213
-9% -$48.2K 0.33% 91
2025
Q1
$378K Sell
2,278
-66
-3% -$11K 0.29% 99
2024
Q4
$463K Buy
2,344
+223
+11% +$44K 0.31% 89
2024
Q3
$368K Buy
2,121
+140
+7% +$24.3K 0.24% 100
2024
Q2
$344K Sell
1,981
-15
-0.8% -$2.61K 0.21% 100
2024
Q1
$272K Hold
1,996
0.17% 101
2023
Q4
$208K Buy
+1,996
New +$208K 0.13% 97