Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
1,168
-13
-1% -$5.03K 0.33% 57
2025
Q1
$453K Sell
1,181
-12
-1% -$4.6K 0.46% 48
2024
Q4
$531K Buy
1,193
+30
+3% +$13.3K 0.51% 41
2024
Q3
$602K Sell
1,163
-18
-2% -$9.32K 0.61% 35
2024
Q2
$656K Buy
1,181
+10
+0.9% +$5.56K 0.71% 28
2024
Q1
$588K Sell
1,171
-31
-3% -$15.6K 0.7% 31
2023
Q4
$717K Buy
+1,202
New +$717K 0.93% 23