Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Sell
4,669
-50
-1% -$6.8K 0.46% 35
2025
Q1
$626K Buy
4,719
+8
+0.2% +$1.06K 0.64% 31
2024
Q4
$533K Buy
4,711
+143
+3% +$16.2K 0.51% 40
2024
Q3
$521K Buy
4,568
+25
+0.6% +$2.85K 0.53% 41
2024
Q2
$472K Buy
4,543
+75
+2% +$7.79K 0.51% 44
2024
Q1
$501K Sell
4,468
-120
-3% -$13.5K 0.6% 40
2023
Q4
$505K Buy
+4,588
New +$505K 0.66% 38