Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
1,143
-14
-1% -$5.42K 0.21% 65
2025
Q1
$444K Sell
1,157
-181
-14% -$69.4K 0.24% 66
2024
Q4
$595K Sell
1,338
-93
-6% -$41.4K 0.34% 58
2024
Q3
$741K Sell
1,431
-112
-7% -$58K 0.43% 52
2024
Q2
$857K Sell
1,543
-80
-5% -$44.4K 0.53% 44
2024
Q1
$819K Buy
+1,623
New +$819K 0.55% 47