Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
1,394
-9
-0.6% -$2.51K 0.28% 66
2025
Q1
$437K Sell
1,403
-18
-1% -$5.61K 0.45% 53
2024
Q4
$370K Buy
1,421
+11
+0.8% +$2.87K 0.36% 68
2024
Q3
$454K Buy
1,410
+13
+0.9% +$4.19K 0.46% 54
2024
Q2
$436K Buy
1,397
+20
+1% +$6.25K 0.48% 49
2024
Q1
$390K Sell
1,377
-37
-3% -$10.5K 0.47% 56
2023
Q4
$407K Buy
+1,414
New +$407K 0.53% 48