Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
6,367
-60
-0.9% -$3.86K 0.34% 71
2025
Q1
$447K Buy
6,427
+76
+1% +$5.29K 0.39% 65
2024
Q4
$461K Sell
6,351
-51
-0.8% -$3.7K 0.41% 62
2024
Q3
$537K Buy
6,402
+155
+2% +$13K 0.46% 58
2024
Q2
$416K Sell
6,247
-14
-0.2% -$933 0.38% 66
2024
Q1
$494K Sell
6,261
-878
-12% -$69.3K 0.45% 64
2023
Q4
$478K Buy
+7,139
New +$478K 0.48% 63