Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
5,098
-221
-4% -$20.6K 0.14% 137
2025
Q1
$388K Buy
5,319
+1,103
+26% +$80.4K 0.18% 114
2024
Q4
$254K Sell
4,216
-284
-6% -$17.1K 0.13% 139
2024
Q3
$338K Sell
4,500
-77
-2% -$5.79K 0.2% 104
2024
Q2
$333K Sell
4,577
-305
-6% -$22.2K 0.22% 93
2024
Q1
$376K Buy
4,882
+157
+3% +$12.1K 0.26% 73
2023
Q4
$291K Buy
+4,725
New +$291K 0.22% 98