Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Sell
4,342
-29
-0.7% -$2.66K 0.01% 871
2025
Q1
$385K Buy
4,371
+142
+3% +$12.5K 0.01% 830
2024
Q4
$391K Sell
4,229
-109
-3% -$10.1K 0.01% 826
2024
Q3
$402K Buy
4,338
+227
+6% +$21.1K 0.01% 823
2024
Q2
$308K Sell
4,111
-645
-14% -$48.4K 0.01% 915
2024
Q1
$410K Buy
+4,756
New +$410K 0.01% 845