Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
3,294
-427
-11% -$37.7K 0.04% 180
2025
Q1
$353K Sell
3,721
-106
-3% -$10.1K 0.06% 150
2024
Q4
$325K Buy
3,827
+383
+11% +$32.5K 0.06% 161
2024
Q3
$345K Buy
3,444
+162
+5% +$16.2K 0.07% 150
2024
Q2
$292K Buy
3,282
+229
+8% +$20.4K 0.06% 174
2024
Q1
$254K Buy
3,053
+486
+19% +$40.5K 0.06% 193
2023
Q4
$201K Buy
+2,567
New +$201K 0.05% 171