Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
11,594
+155
+1% +$3.39K 0.13% 114
2025
Q1
$224K Sell
11,439
-354
-3% -$6.94K 0.13% 130
2024
Q4
$185K Sell
11,793
-740
-6% -$11.6K 0.1% 133
2024
Q3
$228K Buy
12,533
+20
+0.2% +$363 0.12% 116
2024
Q2
$214K Buy
12,513
+315
+3% +$5.4K 0.1% 119
2024
Q1
$201K Buy
12,198
+180
+1% +$2.97K 0.09% 127
2023
Q4
$181K Buy
+12,018
New +$181K 0.09% 120