Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Sell
731
-7
-0.9% -$5.51K 0.37% 44
2025
Q1
$453K Sell
738
-16
-2% -$9.82K 0.33% 46
2024
Q4
$474K Hold
754
0.33% 48
2024
Q3
$468K Sell
754
-48
-6% -$29.8K 0.35% 45
2024
Q2
$527K Sell
802
-19
-2% -$12.5K 0.4% 42
2024
Q1
$533K Sell
821
-97
-11% -$63K 0.41% 41
2023
Q4
$574K Buy
+918
New +$574K 0.47% 39