Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
8,393
-150
-2% -$11.4K 0.5% 60
2025
Q1
$641K Sell
8,543
-114
-1% -$8.56K 0.52% 57
2024
Q4
$662K Sell
8,657
-280
-3% -$21.4K 0.56% 53
2024
Q3
$698K Hold
8,937
0.57% 51
2024
Q2
$638K Buy
+8,937
New +$638K 0.54% 53