Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
1,294
-11
-0.8% -$1.67K 0.11% 81
2025
Q1
$192K Buy
1,305
+254
+24% +$37.3K 0.11% 72
2024
Q4
$136K Buy
1,051
+26
+3% +$3.36K 0.08% 83
2024
Q3
$140K Sell
1,025
-46
-4% -$6.29K 0.08% 82
2024
Q2
$109K Sell
1,071
-204
-16% -$20.8K 0.07% 91
2024
Q1
$113K Buy
1,275
+121
+10% +$10.7K 0.07% 87
2023
Q4
$106K Buy
+1,154
New +$106K 0.07% 90