Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
4,059
-662
-14% -$53.5K ﹤0.01% 478
2025
Q1
$385K Sell
4,721
-284
-6% -$23.1K ﹤0.01% 429
2024
Q4
$366K Buy
5,005
+1
+0% +$73 ﹤0.01% 423
2024
Q3
$297K Sell
5,004
-9
-0.2% -$535 ﹤0.01% 473
2024
Q2
$269K Hold
5,013
﹤0.01% 556
2024
Q1
$227K Sell
5,013
-15
-0.3% -$678 ﹤0.01% 496
2023
Q4
$227K Sell
5,028
-273
-5% -$12.3K ﹤0.01% 515
2023
Q3
$261K Buy
5,301
+34
+0.6% +$1.67K ﹤0.01% 470
2023
Q2
$251K Buy
+5,267
New +$251K ﹤0.01% 492