Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
13,256
-64
-0.5% -$879 0.01% 254
2025
Q1
$166K Buy
13,320
+228
+2% +$2.84K 0.01% 217
2024
Q4
$174K Buy
13,092
+79
+0.6% +$1.05K 0.01% 192
2024
Q3
$146K Sell
13,013
-169
-1% -$1.9K 0.01% 201
2024
Q2
$177K Buy
13,182
+2,322
+21% +$31.2K 0.01% 194
2024
Q1
$119K Buy
+10,860
New +$119K 0.01% 197