Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
2,562
-37
-1% -$1.85K 0.1% 124
2025
Q1
$86K Sell
2,599
-46
-2% -$1.52K 0.07% 159
2024
Q4
$102K Buy
2,645
+11
+0.4% +$422 0.08% 139
2024
Q3
$88.1K Buy
2,634
+75
+3% +$2.51K 0.07% 173
2024
Q2
$75.5K Sell
2,559
-74
-3% -$2.18K 0.06% 185
2024
Q1
$75.3K Sell
2,633
-621
-19% -$17.8K 0.06% 184
2023
Q4
$74.7K Buy
+3,254
New +$74.7K 0.07% 180