Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
1,280
-18
-1% -$8.45K 0.43% 37
2025
Q1
$604K Sell
1,298
-12
-0.9% -$5.59K 0.62% 35
2024
Q4
$548K Buy
1,310
+47
+4% +$19.7K 0.53% 36
2024
Q3
$602K Sell
1,263
-7
-0.6% -$3.34K 0.61% 34
2024
Q2
$557K Buy
1,270
+12
+1% +$5.27K 0.61% 37
2024
Q1
$583K Sell
1,258
-25
-2% -$11.6K 0.7% 32
2023
Q4
$527K Buy
+1,283
New +$527K 0.68% 37