Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Sell
1,125
-150
-12% -$118K 0.41% 50
2025
Q1
$782K Sell
1,275
-65
-5% -$39.9K 0.39% 51
2024
Q4
$842K Sell
1,340
-5
-0.4% -$3.14K 0.41% 42
2024
Q3
$835K Hold
1,345
0.4% 47
2024
Q2
$883K Sell
1,345
-30
-2% -$19.7K 0.44% 42
2024
Q1
$893K Hold
1,375
0.48% 39
2023
Q4
$859K Buy
+1,375
New +$859K 0.51% 39