Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
2,693
-56
-2% -$5.91K 0.27% 63
2025
Q1
$306K Sell
2,749
-175
-6% -$19.5K 0.31% 48
2024
Q4
$302K Buy
2,924
+175
+6% +$18.1K 0.29% 51
2024
Q3
$304K Buy
2,749
+22
+0.8% +$2.43K 0.31% 35
2024
Q2
$244K Sell
2,727
-198
-7% -$17.7K 0.25% 59
2024
Q1
$251K Buy
2,925
+216
+8% +$18.5K 0.24% 64
2023
Q4
$223K Buy
+2,709
New +$223K 0.27% 49