Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$871K Sell
9,335
-800
-8% -$74.6K 0.57% 46
2025
Q1
$738K Sell
10,135
-250
-2% -$18.2K 0.49% 48
2024
Q4
$626K Buy
10,385
+50
+0.5% +$3.02K 0.43% 53
2024
Q3
$777K Sell
10,335
-28
-0.3% -$2.1K 0.56% 43
2024
Q2
$753K Buy
+10,363
New +$753K 0.56% 39