Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
11,075
-77
-0.7% -$1.72K 0.18% 111
2025
Q1
$253K Sell
11,152
-145
-1% -$3.29K 0.26% 99
2024
Q4
$227K Buy
11,297
+92
+0.8% +$1.85K 0.22% 109
2024
Q3
$263K Buy
11,205
+138
+1% +$3.24K 0.27% 100
2024
Q2
$343K Buy
11,067
+185
+2% +$5.73K 0.37% 70
2024
Q1
$484K Sell
10,882
-268
-2% -$11.9K 0.58% 43
2023
Q4
$560K Buy
+11,150
New +$560K 0.73% 34