Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
3,462
-19
-0.5% -$1.36K 0.09% 76
2025
Q1
$236K Sell
3,481
-5
-0.1% -$338 0.09% 75
2024
Q4
$213K Sell
3,486
-49
-1% -$3K 0.08% 83
2024
Q3
$203K Buy
+3,535
New +$203K 0.08% 90
2024
Q2
Sell
-3,503
Closed -$200K 98
2024
Q1
$200K Buy
+3,503
New +$200K 0.08% 94