Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
7,210
-3,228
-31% -$240K 0.44% 73
2025
Q1
$707K Sell
10,438
-216
-2% -$14.6K 0.62% 64
2024
Q4
$660K Buy
10,654
+607
+6% +$37.6K 0.58% 63
2024
Q3
$654K Sell
10,047
-1,121
-10% -$73K 0.57% 64
2024
Q2
$600K Buy
11,168
+1,310
+13% +$70.4K 0.57% 64
2024
Q1
$520K Buy
+9,858
New +$520K 0.51% 63