Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Sell
18,767
-88
-0.5% -$2.29K 0.22% 120
2025
Q1
$479K Sell
18,855
-2,024
-10% -$51.4K 0.25% 104
2024
Q4
$442K Buy
20,879
+224
+1% +$4.74K 0.22% 126
2024
Q3
$399K Sell
20,655
-4,440
-18% -$85.8K 0.21% 148
2024
Q2
$426K Buy
25,095
+1,590
+7% +$27K 0.21% 148
2024
Q1
$403K Sell
23,505
-24,365
-51% -$418K 0.25% 140
2023
Q4
$907K Buy
+47,870
New +$907K 0.42% 73