Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
6,233
-8
-0.1% -$596 0.01% 259
2025
Q1
$423K Sell
6,241
-253
-4% -$17.1K 0.01% 257
2024
Q4
$402K Buy
6,494
+28
+0.4% +$1.74K 0.01% 267
2024
Q3
$421K Sell
6,466
-2,200
-25% -$143K 0.01% 274
2024
Q2
$466K Buy
8,666
+36
+0.4% +$1.93K 0.01% 241
2024
Q1
$455K Hold
8,630
0.01% 247
2023
Q4
$376K Buy
+8,630
New +$376K 0.01% 252