Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
1,628
-157
-9% -$43.8K 0.18% 97
2025
Q1
$556K Buy
1,785
+19
+1% +$5.92K 0.23% 84
2024
Q4
$460K Sell
1,766
-104
-6% -$27.1K 0.18% 93
2024
Q3
$603K Sell
1,870
-72
-4% -$23.2K 0.24% 82
2024
Q2
$647K Sell
1,942
-56
-3% -$18.7K 0.28% 74
2024
Q1
$576K Hold
1,998
0.27% 67
2023
Q4
$576K Buy
+1,998
New +$576K 0.27% 67