Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
10,015
-100
-1% -$3.57K 0.26% 75
2025
Q1
$373K Sell
10,115
-119
-1% -$4.39K 0.38% 66
2024
Q4
$384K Buy
10,234
+82
+0.8% +$3.08K 0.37% 64
2024
Q3
$424K Sell
10,152
-221
-2% -$9.23K 0.43% 58
2024
Q2
$406K Buy
10,373
+95
+0.9% +$3.72K 0.44% 56
2024
Q1
$435K Sell
10,278
-343
-3% -$14.5K 0.52% 49
2023
Q4
$466K Buy
+10,621
New +$466K 0.6% 40