Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
2,440
-64
-3% -$6.75K 0.11% 81
2025
Q1
$278K Sell
2,504
-4
-0.2% -$445 0.14% 69
2024
Q4
$259K Buy
2,508
+8
+0.3% +$828 0.13% 73
2024
Q3
$280K Sell
2,500
-2
-0.1% -$224 0.13% 70
2024
Q2
$223K Sell
2,502
-7
-0.3% -$625 0.11% 74
2024
Q1
$215K Buy
2,509
+2
+0.1% +$172 0.11% 77
2023
Q4
$207K Buy
+2,507
New +$207K 0.11% 76