Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
4,056
-9
-0.2% -$1.96K 0.1% 68
2025
Q1
$553K Sell
4,065
-18
-0.4% -$2.45K 0.07% 98
2024
Q4
$588K Buy
4,083
+657
+19% +$94.5K 0.08% 78
2024
Q3
$411K Sell
3,426
-502
-13% -$60.2K 0.05% 86
2024
Q2
$427K Buy
3,928
+897
+30% +$97.6K 0.07% 63
2024
Q1
$406K Buy
3,031
+31
+1% +$4.15K 0.07% 53
2023
Q4
$382K Hold
3,000
0.06% 62
2023
Q3
$381K Buy
+3,000
New +$381K 0.07% 55