Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
5,753
-203
-3% -$16.4K 0.18% 79
2025
Q1
$482K Sell
5,956
-107
-2% -$8.66K 0.23% 65
2024
Q4
$661K Sell
6,063
-209
-3% -$22.8K 0.29% 55
2024
Q3
$586K Sell
6,272
-30
-0.5% -$2.8K 0.27% 63
2024
Q2
$519K Hold
6,302
0.26% 67
2024
Q1
$498K Hold
6,302
0.27% 70
2023
Q4
$451K Sell
6,302
-3
-0% -$215 0.3% 72
2023
Q3
$390K Buy
6,305
+1,154
+22% +$71.4K 0.3% 70
2023
Q2
$346K Buy
+5,151
New +$346K 0.24% 78