Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Sell
3,869
-18
-0.5% -$2.74K 0.45% 63
2025
Q1
$571K Sell
3,887
-395
-9% -$58K 0.5% 57
2024
Q4
$553K Buy
4,282
+204
+5% +$26.3K 0.46% 61
2024
Q3
$558K Buy
4,078
+318
+8% +$43.5K 0.45% 61
2024
Q2
$384K Buy
3,760
+140
+4% +$14.3K 0.32% 76
2024
Q1
$321K Sell
3,620
-212
-6% -$18.8K 0.28% 77
2023
Q4
$350K Buy
+3,832
New +$350K 0.36% 72