Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
10,554
+724
+7% +$25.8K 0.2% 73
2025
Q1
$338K Sell
9,830
-1,159
-11% -$39.9K 0.19% 72
2024
Q4
$439K Sell
10,989
-60
-0.5% -$2.4K 0.3% 61
2024
Q3
$464K Sell
11,049
-15
-0.1% -$630 0.3% 59
2024
Q2
$433K Hold
11,064
0.3% 61
2024
Q1
$480K Buy
11,064
+168
+2% +$7.28K 0.33% 61
2023
Q4
$478K Buy
+10,896
New +$478K 0.4% 52