Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
11,128
-41
-0.4% -$897 0.18% 63
2025
Q1
$219K Buy
11,169
+3,358
+43% +$65.8K 0.17% 69
2024
Q4
$122K Sell
7,811
-2,886
-27% -$45.2K 0.1% 126
2024
Q3
$194K Buy
10,697
+2,750
+35% +$49.9K 0.15% 77
2024
Q2
$136K Buy
7,947
+215
+3% +$3.69K 0.11% 113
2024
Q1
$128K Buy
7,732
+12
+0.2% +$198 0.1% 127
2023
Q4
$116K Buy
+7,720
New +$116K 0.11% 128