Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
3,363
-207
-6% -$14.7K 0.09% 184
2025
Q1
$227K Sell
3,570
-1,314
-27% -$83.4K 0.09% 175
2024
Q4
$370K Buy
4,884
+14
+0.3% +$1.06K 0.14% 122
2024
Q3
$431K Sell
4,870
-280
-5% -$24.8K 0.19% 107
2024
Q2
$388K Buy
5,150
+25
+0.5% +$1.88K 0.18% 111
2024
Q1
$482K Buy
5,125
+156
+3% +$14.7K 0.24% 93
2023
Q4
$541K Buy
+4,969
New +$541K 0.33% 72