Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Sell
27,524
-1,989
-7% -$7.26K 0.04% 218
2025
Q1
$102K Sell
29,513
-848
-3% -$2.92K 0.04% 207
2024
Q4
$124K Buy
30,361
+166
+0.5% +$676 0.05% 198
2024
Q3
$132K Buy
30,195
+414
+1% +$1.81K 0.06% 196
2024
Q2
$121K Buy
29,781
+2,002
+7% +$8.15K 0.06% 187
2024
Q1
$90.6K Buy
27,779
+255
+0.9% +$831 0.04% 189
2023
Q4
$76.5K Buy
+27,524
New +$76.5K 0.05% 159