Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
1,050
-5
-0.5% -$1.52K 0.09% 80
2025
Q1
$283K Sell
1,055
-102
-9% -$27.4K 0.09% 82
2024
Q4
$285K Sell
1,157
-97
-8% -$23.9K 0.09% 84
2024
Q3
$287K Buy
1,254
+1
+0.1% +$229 0.09% 80
2024
Q2
$253K Sell
1,253
-39
-3% -$7.87K 0.09% 84
2024
Q1
$252K Sell
1,292
-20
-2% -$3.9K 0.09% 86
2023
Q4
$203K Buy
+1,312
New +$203K 0.08% 95