Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
1,064
-67
-6% -$19.8K 0.11% 81
2025
Q1
$281K Sell
1,131
-65
-5% -$16.2K 0.11% 83
2024
Q4
$263K Sell
1,196
-131
-10% -$28.8K 0.1% 81
2024
Q3
$293K Sell
1,327
-265
-17% -$58.6K 0.11% 69
2024
Q2
$275K Buy
1,592
+228
+17% +$39.4K 0.11% 71
2024
Q1
$260K Sell
1,364
-268
-16% -$51.2K 0.11% 72
2023
Q4
$267K Buy
+1,632
New +$267K 0.12% 58