Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
91,653
-6,551
-7% -$19.8K 0.1% 164
2025
Q1
$301K Sell
98,204
-2,250
-2% -$6.89K 0.12% 145
2024
Q4
$356K Buy
100,454
+906
+0.9% +$3.21K 0.14% 127
2024
Q3
$323K Buy
99,548
+992
+1% +$3.21K 0.14% 133
2024
Q2
$301K Sell
98,556
-1,384
-1% -$4.22K 0.14% 133
2024
Q1
$287K Buy
99,940
+18,746
+23% +$53.9K 0.14% 134
2023
Q4
$226K Buy
+81,194
New +$226K 0.14% 136