Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
2,744
-319
-10% -$29.8K 0.11% 89
2025
Q1
$223K Sell
3,063
-344
-10% -$25.1K 0.11% 94
2024
Q4
$206K Sell
3,407
-240
-7% -$14.5K 0.08% 97
2024
Q3
$274K Buy
3,647
+315
+9% +$23.7K 0.13% 87
2024
Q2
$242K Sell
3,332
-141
-4% -$10.2K 0.09% 90
2024
Q1
$267K Sell
3,473
-160
-4% -$12.3K 0.13% 87
2023
Q4
$224K Buy
+3,633
New +$224K 0.11% 96