Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
1,127
-4
-0.4% -$647 0.01% 509
2025
Q1
$121K Sell
1,131
-132
-10% -$14.1K 0.01% 563
2024
Q4
$156K Sell
1,263
-50
-4% -$6.17K 0.01% 502
2024
Q3
$188K Buy
1,313
+38
+3% +$5.43K 0.02% 463
2024
Q2
$209K Buy
+1,275
New +$209K 0.02% 419