Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
1,446
-15
-1% -$5.33K 0.31% 70
2025
Q1
$512K Buy
1,461
+20
+1% +$7.01K 0.4% 55
2024
Q4
$455K Buy
1,441
+55
+4% +$17.4K 0.31% 64
2024
Q3
$381K Sell
1,386
-5
-0.4% -$1.38K 0.27% 69
2024
Q2
$365K Hold
1,391
0.22% 67
2024
Q1
$388K Buy
1,391
+11
+0.8% +$3.07K 0.3% 72
2023
Q4
$359K Buy
+1,380
New +$359K 0.35% 66