Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$869K Sell
2,447
-42
-2% -$14.9K 0.55% 49
2025
Q1
$872K Sell
2,489
-44
-2% -$15.4K 0.63% 41
2024
Q4
$800K Sell
2,533
-3
-0.1% -$948 0.56% 46
2024
Q3
$697K Sell
2,536
-61
-2% -$16.8K 0.52% 52
2024
Q2
$682K Buy
2,597
+17
+0.7% +$4.46K 0.55% 47
2024
Q1
$720K Buy
2,580
+1
+0% +$279 0.64% 45
2023
Q4
$671K Buy
+2,579
New +$671K 0.66% 42