Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
3,980
+23
+0.6% +$1.88K 0.1% 130
2025
Q1
$393K Sell
3,957
-160
-4% -$15.9K 0.13% 110
2024
Q4
$413K Sell
4,117
-86
-2% -$8.64K 0.15% 108
2024
Q3
$383K Sell
4,203
-87
-2% -$7.93K 0.14% 100
2024
Q2
$350K Sell
4,290
-29
-0.7% -$2.37K 0.16% 97
2024
Q1
$346K Sell
4,319
-99
-2% -$7.94K 0.18% 86
2023
Q4
$310K Buy
4,418
+1
+0% +$70 0.21% 107
2023
Q3
$280K Buy
+4,417
New +$280K 0.21% 105