Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
4,360
-23
-0.5% -$2.25K 0.24% 70
2025
Q1
$385K Buy
4,383
+298
+7% +$26.2K 0.24% 75
2024
Q4
$369K Sell
4,085
-159
-4% -$14.4K 0.24% 69
2024
Q3
$343K Buy
4,244
+213
+5% +$17.2K 0.23% 73
2024
Q2
$273K Buy
+4,031
New +$273K 0.19% 77