Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
5,228
-69
-1% -$7.28K 0.21% 115
2025
Q1
$589K Sell
5,297
-388
-7% -$43.1K 0.25% 107
2024
Q4
$588K Buy
5,685
+36
+0.6% +$3.72K 0.25% 100
2024
Q3
$622K Sell
5,649
-220
-4% -$24.2K 0.27% 87
2024
Q2
$524K Buy
5,869
+530
+10% +$47.3K 0.25% 93
2024
Q1
$458K Buy
+5,339
New +$458K 0.23% 113