Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
6,205
-161
-3% -$7.93K 0.02% 537
2025
Q1
$282K Sell
6,366
-158
-2% -$6.99K 0.02% 444
2024
Q4
$307K Buy
6,524
+242
+4% +$11.4K 0.03% 393
2024
Q3
$296K Sell
6,282
-717
-10% -$33.8K 0.03% 363
2024
Q2
$265K Buy
6,999
+285
+4% +$10.8K 0.02% 377
2024
Q1
$249K Sell
6,714
-6,534
-49% -$243K 0.02% 396
2023
Q4
$438K Buy
+13,248
New +$438K 0.02% 423