Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
17,430
-2,475
-12% -$54.1K 0.23% 81
2025
Q1
$390K Sell
19,905
-400
-2% -$7.84K 0.25% 66
2024
Q4
$318K Sell
20,305
-350
-2% -$5.48K 0.21% 88
2024
Q3
$375K Hold
20,655
0.23% 79
2024
Q2
$354K Hold
20,655
0.22% 77
2024
Q1
$341K Sell
20,655
-1,500
-7% -$24.7K 0.21% 83
2023
Q4
$333K Buy
+22,155
New +$333K 0.21% 84