Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,679
-19
-1% -$4.16K 0.12% 71
2025
Q1
$237K Buy
1,698
+18
+1% +$2.52K 0.09% 87
2024
Q4
$280K Sell
1,680
-29
-2% -$4.83K 0.1% 77
2024
Q3
$291K Sell
1,709
-16
-0.9% -$2.73K 0.11% 81
2024
Q2
$247K Sell
1,725
-14
-0.8% -$2K 0.1% 88
2024
Q1
$218K Hold
1,739
0.1% 112
2023
Q4
$183K Buy
+1,739
New +$183K 0.06% 149