Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
13,154
-685
-5% -$11.9K 0.11% 95
2025
Q1
$221K Hold
13,839
0.12% 91
2024
Q4
$237K Sell
13,839
-168
-1% -$2.88K 0.13% 91
2024
Q3
$235K Sell
14,007
-2,481
-15% -$41.6K 0.14% 89
2024
Q2
$234K Sell
16,488
-1,942
-11% -$27.6K 0.14% 97
2024
Q1
$291K Buy
+18,430
New +$291K 0.2% 91