Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
6,430
-36
-0.6% -$2.54K 0.3% 45
2025
Q1
$474K Buy
6,466
+10
+0.2% +$733 0.3% 46
2024
Q4
$404K Buy
6,456
+68
+1% +$4.26K 0.3% 46
2024
Q3
$421K Sell
6,388
-90
-1% -$5.94K 0.32% 44
2024
Q2
$468K Sell
6,478
-1,897
-23% -$137K 0.36% 42
2024
Q1
$561K Buy
8,375
+1,348
+19% +$90.4K 0.35% 58
2023
Q4
$462K Buy
+7,027
New +$462K 0.28% 64