Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Sell
1,054
-16
-1% -$7.63K 0.13% 150
2025
Q1
$393K Sell
1,070
-30
-3% -$11K 0.12% 158
2024
Q4
$444K Hold
1,100
0.13% 154
2024
Q3
$555K Buy
1,100
+20
+2% +$10.1K 0.16% 142
2024
Q2
$465K Hold
1,080
0.15% 148
2024
Q1
$409K Sell
1,080
-5
-0.5% -$1.89K 0.13% 154
2023
Q4
$351K Buy
+1,085
New +$351K 0.12% 157