Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
3,577
+18
+0.5% +$1.71K 0.14% 29
2025
Q1
$312K Sell
3,559
-204
-5% -$17.9K 0.14% 32
2024
Q4
$340K Hold
3,763
0.16% 28
2024
Q3
$305K Buy
3,763
+10
+0.3% +$809 0.14% 31
2024
Q2
$254K Buy
3,753
+25
+0.7% +$1.69K 0.13% 30
2024
Q1
$224K Sell
3,728
-1
-0% -$60 0.12% 30
2023
Q4
$212K Buy
+3,729
New +$212K 0.11% 32