Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
10,232
-151
-1% -$2.7K 0.06% 192
2025
Q1
$186K Sell
10,383
-25
-0.2% -$448 0.07% 157
2024
Q4
$165K Sell
10,408
-278
-3% -$4.42K 0.06% 142
2024
Q3
$173K Sell
10,686
-84
-0.8% -$1.36K 0.06% 148
2024
Q2
$196K Sell
10,770
-84
-0.8% -$1.53K 0.08% 136
2024
Q1
$198K Sell
10,854
-402
-4% -$7.35K 0.09% 120
2023
Q4
$226K Sell
11,256
-207
-2% -$4.16K 0.11% 96
2023
Q3
$202K Buy
+11,463
New +$202K 0.13% 84