Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
1,046
-9
-0.9% -$3.21K 0.27% 70
2025
Q1
$287K Hold
1,055
0.29% 89
2024
Q4
$350K Buy
1,055
+9
+0.9% +$2.99K 0.34% 73
2024
Q3
$347K Buy
1,046
+2
+0.2% +$663 0.35% 70
2024
Q2
$327K Buy
1,044
+8
+0.8% +$2.51K 0.36% 74
2024
Q1
$323K Sell
1,036
-20
-2% -$6.24K 0.39% 70
2023
Q4
$254K Buy
+1,056
New +$254K 0.33% 93