Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
2,115
-216
-9% -$42.7K 0.17% 102
2025
Q1
$478K Sell
2,331
-13
-0.6% -$2.67K 0.2% 92
2024
Q4
$538K Sell
2,344
-31
-1% -$7.12K 0.21% 87
2024
Q3
$660K Buy
2,375
+100
+4% +$27.8K 0.26% 77
2024
Q2
$626K Buy
2,275
+36
+2% +$9.91K 0.27% 76
2024
Q1
$518K Hold
2,239
0.25% 75
2023
Q4
$518K Buy
+2,239
New +$518K 0.25% 75