Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
11,330
-1,449
-11% -$35.1K 0.09% 56
2025
Q1
$324K Buy
12,779
+1,150
+10% +$29.1K 0.11% 51
2024
Q4
$309K Sell
11,629
-2,500
-18% -$66.3K 0.1% 55
2024
Q3
$409K Hold
14,129
0.12% 50
2024
Q2
$395K Sell
14,129
-46
-0.3% -$1.29K 0.13% 50
2024
Q1
$393K Hold
14,175
0.14% 48
2023
Q4
$408K Buy
+14,175
New +$408K 0.14% 53