Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
1,354
+3
+0.2% +$953 0.16% 27
2025
Q1
$350K Sell
1,351
-18
-1% -$4.67K 0.14% 29
2024
Q4
$553K Buy
1,369
+17
+1% +$6.87K 0.21% 28
2024
Q3
$354K Buy
1,352
+60
+5% +$15.7K 0.13% 47
2024
Q2
$256K Buy
1,292
+12
+0.9% +$2.38K 0.09% 53
2024
Q1
$225K Sell
1,280
-542
-30% -$95.3K 0.08% 51
2023
Q4
$453K Buy
+1,822
New +$453K 0.15% 41