Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Sell
3,665
-1,398
-28% -$181K 0.22% 65
2025
Q1
$609K Sell
5,063
-247
-5% -$29.7K 0.31% 59
2024
Q4
$619K Sell
5,310
-400
-7% -$46.6K 0.3% 52
2024
Q3
$858K Sell
5,710
-40
-0.7% -$6.01K 0.41% 44
2024
Q2
$908K Buy
5,750
+25
+0.4% +$3.95K 0.45% 40
2024
Q1
$1.13M Buy
5,725
+250
+5% +$49.4K 0.61% 35
2023
Q4
$952K Buy
+5,475
New +$952K 0.57% 36