Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Sell
5,594
-336
-6% -$45.7K 0.3% 71
2025
Q1
$787K Sell
5,930
-408
-6% -$54.1K 0.32% 65
2024
Q4
$717K Sell
6,338
-144
-2% -$16.3K 0.28% 75
2024
Q3
$739K Sell
6,482
-75
-1% -$8.55K 0.29% 73
2024
Q2
$692K Sell
6,557
-132
-2% -$13.9K 0.3% 71
2024
Q1
$736K Hold
6,689
0.35% 60
2023
Q4
$736K Buy
+6,689
New +$736K 0.35% 60