Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
6,360
-573
-8% -$43.4K 0.19% 143
2025
Q1
$520K Sell
6,933
-170
-2% -$12.8K 0.22% 125
2024
Q4
$543K Buy
7,103
+315
+5% +$24.1K 0.23% 117
2024
Q3
$504K Buy
6,788
+621
+10% +$46.1K 0.22% 132
2024
Q2
$440K Buy
6,167
+633
+11% +$45.2K 0.21% 119
2024
Q1
$449K Buy
+5,534
New +$449K 0.22% 116