Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
7,641
-110
-1% -$8.98K 0.39% 65
2025
Q1
$769K Sell
7,751
-165
-2% -$16.4K 0.56% 44
2024
Q4
$795K Sell
7,916
-261
-3% -$26.2K 0.56% 47
2024
Q3
$745K Sell
8,177
-114
-1% -$10.4K 0.56% 45
2024
Q2
$676K Sell
8,291
-210
-2% -$17.1K 0.55% 49
2024
Q1
$682K Buy
8,501
+41
+0.5% +$3.29K 0.6% 47
2023
Q4
$594K Buy
+8,460
New +$594K 0.59% 46