Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
16,045
-331
-2% -$7.41K 0.28% 72
2025
Q1
$372K Sell
16,376
-861
-5% -$19.6K 0.3% 71
2024
Q4
$346K Sell
17,237
-1,147
-6% -$23K 0.29% 69
2024
Q3
$431K Sell
18,384
-1,340
-7% -$31.4K 0.35% 67
2024
Q2
$611K Buy
+19,724
New +$611K 0.52% 54