Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
4,033
-16
-0.4% -$2.18K 0.18% 50
2025
Q1
$537K Buy
4,049
+265
+7% +$35.1K 0.21% 52
2024
Q4
$428K Sell
3,784
-188
-5% -$21.3K 0.16% 58
2024
Q3
$453K Hold
3,972
0.18% 61
2024
Q2
$410K Sell
3,972
-389
-9% -$40.2K 0.17% 66
2024
Q1
$490K Buy
4,361
+669
+18% +$75.2K 0.21% 61
2023
Q4
$406K Buy
+3,692
New +$406K 0.14% 86