Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
3,300
-600
-15% -$45.3K 0.12% 74
2025
Q1
$292K Sell
3,900
-1,000
-20% -$74.9K 0.15% 75
2024
Q4
$374K Sell
4,900
-1,000
-17% -$76.3K 0.18% 60
2024
Q3
$460K Buy
5,900
+300
+5% +$23.4K 0.22% 57
2024
Q2
$399K Hold
5,600
0.2% 57
2024
Q1
$454K Buy
5,600
+20
+0.4% +$1.62K 0.24% 54
2023
Q4
$408K Buy
+5,580
New +$408K 0.24% 54