Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
4,538
-57
-1% -$8.16K 0.47% 34
2025
Q1
$769K Buy
4,595
+10
+0.2% +$1.67K 0.78% 24
2024
Q4
$664K Buy
4,585
+117
+3% +$16.9K 0.64% 28
2024
Q3
$658K Sell
4,468
-71
-2% -$10.5K 0.67% 31
2024
Q2
$710K Buy
4,539
+75
+2% +$11.7K 0.77% 26
2024
Q1
$710K Sell
4,464
-178
-4% -$28.3K 0.85% 25
2023
Q4
$692K Buy
+4,642
New +$692K 0.9% 24