Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
5,825
+76
+1% +$2.92K 0.17% 68
2025
Q1
$223K Sell
5,749
-364
-6% -$14.1K 0.18% 67
2024
Q4
$207K Buy
6,113
+50
+0.8% +$1.69K 0.17% 69
2024
Q3
$248K Sell
6,063
-1,002
-14% -$41K 0.19% 65
2024
Q2
$272K Sell
7,065
-683
-9% -$26.3K 0.23% 56
2024
Q1
$332K Buy
7,748
+469
+6% +$20.1K 0.27% 48
2023
Q4
$270K Buy
+7,279
New +$270K 0.25% 54