Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,361
-21
-2% -$3.8K 0.08% 148
2025
Q1
$238K Buy
1,382
+65
+5% +$11.2K 0.09% 122
2024
Q4
$237K Sell
1,317
-1
-0.1% -$180 0.09% 124
2024
Q3
$255K Buy
1,318
+4
+0.3% +$775 0.09% 115
2024
Q2
$226K Buy
1,314
+8
+0.6% +$1.38K 0.09% 111
2024
Q1
$223K Buy
1,306
+3
+0.2% +$512 0.1% 106
2023
Q4
$218K Buy
+1,303
New +$218K 0.11% 100