Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
1,041
-62
-6% -$16.3K 0.11% 177
2025
Q1
$257K Sell
1,103
-11
-1% -$2.56K 0.14% 136
2024
Q4
$255K Sell
1,114
-34
-3% -$7.79K 0.13% 145
2024
Q3
$256K Buy
1,148
+27
+2% +$6.03K 0.21% 124
2024
Q2
$228K Buy
1,121
+12
+1% +$2.44K 0.15% 131
2024
Q1
$242K Sell
1,109
-1
-0.1% -$218 0.27% 111
2023
Q4
$252K Buy
+1,110
New +$252K 0.32% 100