Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
30,237
-114
-0.4% -$910 0.08% 142
2025
Q1
$287K Buy
30,351
+92
+0.3% +$870 0.1% 117
2024
Q4
$310K Sell
30,259
-508
-2% -$5.21K 0.11% 112
2024
Q3
$425K Buy
30,767
+2,437
+9% +$33.7K 0.15% 95
2024
Q2
$378K Buy
28,330
+1,114
+4% +$14.9K 0.13% 98
2024
Q1
$297K Buy
+27,216
New +$297K 0.11% 115