Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
2,542
-37
-1% -$6.78K 0.12% 94
2025
Q1
$453K Sell
2,579
-92
-3% -$16.2K 0.13% 92
2024
Q4
$501K Buy
2,671
+19
+0.7% +$3.56K 0.13% 86
2024
Q3
$508K Sell
2,652
-36
-1% -$6.9K 0.13% 81
2024
Q2
$485K Buy
2,688
+25
+0.9% +$4.51K 0.13% 83
2024
Q1
$472K Buy
+2,663
New +$472K 0.13% 83