Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Sell
3,202
-229
-7% -$29.4K 0.07% 186
2025
Q1
$248K Sell
3,431
-7
-0.2% -$505 0.05% 234
2024
Q4
$391K Sell
3,438
-577
-14% -$65.6K 0.07% 182
2024
Q3
$399K Sell
4,015
-252
-6% -$25.1K 0.07% 178
2024
Q2
$369K Buy
4,267
+22
+0.5% +$1.91K 0.08% 167
2024
Q1
$347K Sell
4,245
-666
-14% -$54.4K 0.06% 207
2023
Q4
$236K Buy
+4,911
New +$236K 0.05% 191