Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Sell
2,662
-62
-2% -$9.44K 0.15% 61
2025
Q1
$400K Sell
2,724
-391
-13% -$57.4K 0.15% 56
2024
Q4
$402K Sell
3,115
-12
-0.4% -$1.55K 0.15% 56
2024
Q3
$427K Sell
3,127
-517
-14% -$70.7K 0.16% 56
2024
Q2
$372K Sell
3,644
-147
-4% -$15K 0.15% 55
2024
Q1
$336K Buy
3,791
+245
+7% +$21.7K 0.14% 57
2023
Q4
$324K Buy
+3,546
New +$324K 0.15% 49