Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
5,971
-153
-2% -$8.31K 0.17% 95
2025
Q1
$309K Sell
6,124
-39
-0.6% -$1.97K 0.17% 97
2024
Q4
$280K Sell
6,163
-76
-1% -$3.45K 0.15% 102
2024
Q3
$296K Buy
6,239
+124
+2% +$5.89K 0.15% 92
2024
Q2
$281K Buy
6,115
+264
+5% +$12.1K 0.14% 88
2024
Q1
$253K Buy
5,851
+351
+6% +$15.2K 0.12% 97
2023
Q4
$218K Buy
+5,500
New +$218K 0.11% 109