Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
2,809
-29
-1% -$1.26K 0.01% 1278
2025
Q1
$134K Sell
2,838
-320
-10% -$15.1K 0.01% 1022
2024
Q4
$154K Buy
3,158
+798
+34% +$39K 0.01% 831
2024
Q3
$129K Buy
2,360
+16
+0.7% +$874 0.01% 840
2024
Q2
$119K Sell
2,344
-3
-0.1% -$152 0.02% 688
2024
Q1
$136K Buy
2,347
+9
+0.4% +$521 0.03% 530
2023
Q4
$133K Buy
+2,338
New +$133K 0.04% 432