Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
3,636
+32
+0.9% +$5.06K 0.32% 62
2025
Q1
$391K Sell
3,604
-289
-7% -$31.3K 0.23% 73
2024
Q4
$523K Sell
3,893
-183
-4% -$24.6K 0.31% 64
2024
Q3
$495K Sell
4,076
-489
-11% -$59.4K 0.3% 62
2024
Q2
$564K Sell
4,565
-65
-1% -$8.03K 0.37% 50
2024
Q1
$406K Sell
4,630
-3,720
-45% -$326K 0.29% 68
2023
Q4
$414K Buy
+8,350
New +$414K 0.33% 68