Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
2,524
-2,218
-47% -$107K 0.07% 266
2025
Q1
$230K Sell
4,742
-824
-15% -$40K 0.15% 130
2024
Q4
$272K Buy
5,566
+36
+0.7% +$1.76K 0.16% 111
2024
Q3
$343K Buy
5,530
+298
+6% +$18.5K 0.22% 91
2024
Q2
$299K Buy
+5,232
New +$299K 0.18% 101