Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
2,276
-310
-12% -$47.2K 0.1% 133
2025
Q1
$380K Sell
2,586
-74
-3% -$10.9K 0.12% 113
2024
Q4
$343K Buy
2,660
+13
+0.5% +$1.68K 0.11% 135
2024
Q3
$362K Sell
2,647
-787
-23% -$108K 0.11% 134
2024
Q2
$351K Buy
+3,434
New +$351K 0.11% 133