Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
3,157
-26
-0.8% -$1.85K 0.16% 121
2025
Q1
$202K Buy
3,183
+2
+0.1% +$127 0.21% 125
2024
Q4
$241K Buy
3,181
+25
+0.8% +$1.89K 0.23% 101
2024
Q3
$279K Sell
3,156
-25
-0.8% -$2.21K 0.28% 93
2024
Q2
$240K Buy
3,181
+48
+2% +$3.62K 0.26% 98
2024
Q1
$290K Sell
3,133
-104
-3% -$9.63K 0.35% 81
2023
Q4
$351K Buy
+3,237
New +$351K 0.46% 61