Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
1,349
-96
-7% -$28.3K 0.58% 22
2025
Q1
$359K Buy
1,445
+155
+12% +$38.5K 0.55% 26
2024
Q4
$284K Buy
1,290
+37
+3% +$8.13K 0.37% 34
2024
Q3
$277K Buy
1,253
+5
+0.4% +$1.11K 0.36% 36
2024
Q2
$216K Buy
1,248
+1
+0.1% +$173 0.27% 40
2024
Q1
$238K Buy
1,247
+9
+0.7% +$1.72K 0.26% 38
2023
Q4
$203K Sell
1,238
-976
-44% -$160K 0.23% 40
2023
Q3
$311K Buy
+2,214
New +$311K 0.39% 24