Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
5,556
-1,675
-23% -$127K 0.04% 275
2025
Q1
$543K Sell
7,231
-221
-3% -$16.6K 0.06% 230
2024
Q4
$570K Buy
7,452
+680
+10% +$52K 0.06% 238
2024
Q3
$529K Buy
6,772
+186
+3% +$14.5K 0.07% 222
2024
Q2
$470K Sell
6,586
-221
-3% -$15.8K 0.06% 231
2024
Q1
$553K Buy
+6,807
New +$553K 0.08% 222