Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
1,397
-22
-2% -$7.81K 1.28% 14
2025
Q1
$497K Buy
1,419
+37
+3% +$13K 1.55% 14
2024
Q4
$437K Sell
1,382
-3
-0.2% -$948 1.29% 17
2024
Q3
$381K Buy
1,385
+35
+3% +$9.62K 1.24% 18
2024
Q2
$354K Buy
1,350
+2
+0.1% +$525 1.37% 17
2024
Q1
$376K Sell
1,348
-33
-2% -$9.21K 1.84% 17
2023
Q4
$359K Buy
+1,381
New +$359K 2.15% 15