Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
6,249
-13
-0.2% -$966 0.09% 203
2025
Q1
$390K Sell
6,262
-1,044
-14% -$65K 0.09% 195
2024
Q4
$659K Buy
7,306
+1,199
+20% +$108K 0.14% 139
2024
Q3
$497K Sell
6,107
-82
-1% -$6.67K 0.12% 149
2024
Q2
$374K Buy
+6,189
New +$374K 0.11% 140