Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
3,524
-20
-0.6% -$1.61K 0.27% 64
2025
Q1
$285K Sell
3,544
-166
-4% -$13.3K 0.29% 59
2024
Q4
$304K Buy
3,710
+251
+7% +$20.6K 0.29% 50
2024
Q3
$285K Buy
3,459
+341
+11% +$28.1K 0.29% 46
2024
Q2
$219K Buy
+3,118
New +$219K 0.23% 78