Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
5,564
-8
-0.1% -$596 0.11% 97
2025
Q1
$377K Sell
5,572
-260
-4% -$17.6K 0.1% 100
2024
Q4
$361K Sell
5,832
-19
-0.3% -$1.18K 0.1% 89
2024
Q3
$381K Sell
5,851
-38
-0.6% -$2.47K 0.1% 85
2024
Q2
$316K Buy
5,889
+54
+0.9% +$2.9K 0.09% 89
2024
Q1
$308K Buy
+5,835
New +$308K 0.09% 90