Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
14,705
-111
-0.7% -$2.69K 0.26% 76
2025
Q1
$375K Sell
14,816
-186
-1% -$4.71K 0.38% 65
2024
Q4
$398K Buy
15,002
+120
+0.8% +$3.18K 0.38% 59
2024
Q3
$431K Buy
14,882
+126
+0.9% +$3.65K 0.44% 57
2024
Q2
$413K Buy
14,756
+224
+2% +$6.27K 0.45% 53
2024
Q1
$403K Sell
14,532
-400
-3% -$11.1K 0.48% 54
2023
Q4
$430K Buy
+14,932
New +$430K 0.56% 44