Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,547
-3
-0.2% -$628 0.23% 86
2025
Q1
$264K Sell
1,550
-3
-0.2% -$512 0.27% 96
2024
Q4
$275K Buy
1,553
+15
+1% +$2.66K 0.26% 92
2024
Q3
$234K Buy
1,538
+38
+3% +$5.78K 0.24% 109
2024
Q2
$273K Buy
1,500
+24
+2% +$4.37K 0.3% 88
2024
Q1
$280K Sell
1,476
-29
-2% -$5.5K 0.33% 83
2023
Q4
$392K Buy
+1,505
New +$392K 0.51% 53