Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
13,565
+37
+0.3% +$905 0.16% 83
2025
Q1
$375K Sell
13,528
-37
-0.3% -$1.02K 0.22% 79
2024
Q4
$442K Sell
13,565
-134
-1% -$4.37K 0.24% 79
2024
Q3
$491K Sell
13,699
-105
-0.8% -$3.77K 0.3% 77
2024
Q2
$483K Sell
13,804
-134
-1% -$4.69K 0.34% 80
2024
Q1
$421K Sell
13,938
-1
-0% -$30 0.32% 85
2023
Q4
$423K Buy
13,939
+53
+0.4% +$1.61K 0.36% 64
2023
Q3
$357K Buy
+13,886
New +$357K 0.33% 64