Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
1,512
-15
-1% -$2.59K 0.19% 105
2025
Q1
$337K Buy
1,527
+1
+0.1% +$221 0.34% 76
2024
Q4
$313K Buy
1,526
+13
+0.9% +$2.67K 0.3% 80
2024
Q3
$272K Sell
1,513
-56
-4% -$10.1K 0.28% 98
2024
Q2
$234K Buy
1,569
+24
+2% +$3.58K 0.25% 101
2024
Q1
$245K Sell
1,545
-41
-3% -$6.5K 0.29% 99
2023
Q4
$211K Buy
+1,586
New +$211K 0.27% 106