Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
7,559
-60
-0.8% -$3.15K 0.05% 238
2025
Q1
$359K Sell
7,619
-2,611
-26% -$123K 0.05% 238
2024
Q4
$643K Buy
10,230
+2,426
+31% +$152K 0.08% 214
2024
Q3
$449K Sell
7,804
-2,458
-24% -$141K 0.06% 231
2024
Q2
$425K Sell
10,262
-268
-3% -$11.1K 0.05% 265
2024
Q1
$471K Buy
+10,530
New +$471K 0.06% 247