Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
8,183
-107
-1% -$8.1K 0.23% 70
2025
Q1
$622K Buy
8,290
+242
+3% +$18.2K 0.25% 64
2024
Q4
$615K Sell
8,048
-43
-0.5% -$3.29K 0.25% 68
2024
Q3
$632K Buy
8,091
+60
+0.7% +$4.68K 0.25% 66
2024
Q2
$573K Sell
8,031
-576
-7% -$41.1K 0.23% 67
2024
Q1
$699K Buy
+8,607
New +$699K 0.29% 61