Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Buy
2,946
+151
+5% +$23K 0.03% 253
2025
Q1
$410K Sell
2,795
-60
-2% -$8.81K 0.06% 188
2024
Q4
$369K Sell
2,855
-232
-8% -$29.9K 0.03% 263
2024
Q3
$422K Sell
3,087
-260
-8% -$35.5K 0.04% 245
2024
Q2
$342K Sell
3,347
-613
-15% -$62.6K 0.03% 260
2024
Q1
$348K Buy
3,960
+80
+2% +$7.03K 0.04% 253
2023
Q4
$350K Buy
+3,880
New +$350K 0.04% 245