Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
4,201
-139
-3% -$18.9K 0.23% 99
2025
Q1
$576K Sell
4,340
-12
-0.3% -$1.59K 0.31% 72
2024
Q4
$492K Buy
4,352
+2
+0% +$226 0.25% 83
2024
Q3
$496K Buy
4,350
+295
+7% +$33.6K 0.41% 60
2024
Q2
$421K Sell
4,055
-204
-5% -$21.2K 0.27% 76
2024
Q1
$484K Buy
4,259
+113
+3% +$12.8K 0.54% 56
2023
Q4
$456K Buy
+4,146
New +$456K 0.58% 51