Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
1,760
+1
+0.1% +$153 0.1% 102
2025
Q1
$258K Sell
1,759
-61
-3% -$8.96K 0.11% 107
2024
Q4
$235K Buy
1,820
+1
+0.1% +$129 0.1% 106
2024
Q3
$250K Buy
1,819
+290
+19% +$39.8K 0.1% 107
2024
Q2
$156K Sell
1,529
-330
-18% -$33.7K 0.07% 120
2024
Q1
$165K Buy
1,859
+5
+0.3% +$443 0.07% 120
2023
Q4
$169K Buy
+1,854
New +$169K 0.07% 120