Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
12,000
-392
-3% -$17.4K 0.09% 132
2025
Q1
$411K Buy
12,392
+1,094
+10% +$36.3K 0.08% 134
2024
Q4
$412K Sell
11,298
-2,446
-18% -$89.2K 0.08% 130
2024
Q3
$389K Sell
13,744
-1,830
-12% -$51.8K 0.08% 141
2024
Q2
$401K Sell
15,574
-246
-2% -$6.34K 0.09% 133
2024
Q1
$394K Buy
15,820
+1,909
+14% +$47.6K 0.09% 135
2023
Q4
$254K Buy
+13,911
New +$254K 0.07% 146