Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
3,282
-520
-14% -$75.6K 0.19% 110
2025
Q1
$587K Sell
3,802
-193
-5% -$29.8K 0.31% 69
2024
Q4
$560K Sell
3,995
-18
-0.4% -$2.52K 0.28% 77
2024
Q3
$539K Buy
4,013
+749
+23% +$101K 0.44% 55
2024
Q2
$387K Sell
3,264
-488
-13% -$57.9K 0.25% 84
2024
Q1
$461K Buy
3,752
+24
+0.6% +$2.95K 0.51% 57
2023
Q4
$444K Buy
+3,728
New +$444K 0.56% 55