Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
16,572
-4,900
-23% -$67.3K 0.07% 56
2025
Q1
$267K Sell
21,472
-754
-3% -$9.39K 0.09% 51
2024
Q4
$296K Buy
22,226
+1,096
+5% +$14.6K 0.1% 46
2024
Q3
$237K Buy
21,130
+147
+0.7% +$1.65K 0.08% 48
2024
Q2
$282K Buy
20,983
+3,069
+17% +$41.2K 0.11% 43
2024
Q1
$196K Buy
17,914
+7,659
+75% +$83.9K 0.08% 43
2023
Q4
$241K Buy
10,255
+1,192
+13% +$28K 0.12% 25
2023
Q3
$220K Buy
+9,063
New +$220K 0.12% 23