Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
13,902
-5,645
-29% -$49.1K 0.09% 125
2025
Q1
$170K Buy
19,547
+1,313
+7% +$11.4K 0.14% 124
2024
Q4
$196K Buy
18,234
+102
+0.6% +$1.1K 0.16% 127
2024
Q3
$194K Buy
18,132
+2,549
+16% +$27.3K 0.16% 130
2024
Q2
$259K Buy
15,583
+1,477
+10% +$24.5K 0.22% 110
2024
Q1
$162K Buy
+14,106
New +$162K 0.14% 122