Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
1,013
-34
-3% -$16K 0.19% 95
2025
Q1
$488K Sell
1,047
-9
-0.9% -$4.19K 0.2% 90
2024
Q4
$442K Sell
1,056
-16
-1% -$6.7K 0.17% 94
2024
Q3
$511K Sell
1,072
-4
-0.4% -$1.91K 0.2% 90
2024
Q2
$485K Buy
1,076
+4
+0.4% +$1.8K 0.21% 89
2024
Q1
$440K Hold
1,072
0.21% 86
2023
Q4
$440K Buy
+1,072
New +$440K 0.21% 86