Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
2,233
-12
-0.5% -$1.18K 0.06% 158
2025
Q1
$234K Sell
2,245
-187
-8% -$19.5K 0.07% 148
2024
Q4
$329K Sell
2,432
-6
-0.2% -$811 0.11% 128
2024
Q3
$380K Hold
2,438
0.13% 109
2024
Q2
$361K Sell
2,438
-4
-0.2% -$592 0.13% 108
2024
Q1
$433K Buy
2,442
+1
+0% +$177 0.17% 94
2023
Q4
$348K Sell
2,441
-336
-12% -$47.9K 0.16% 110
2023
Q3
$307K Buy
2,777
+305
+12% +$33.7K 0.17% 113
2023
Q2
$326K Buy
+2,472
New +$326K 0.19% 118