Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
2,172
-44
-2% -$4.64K 0.02% 198
2025
Q1
$246K Sell
2,216
-22
-1% -$2.45K 0.03% 194
2024
Q4
$231K Sell
2,238
-78
-3% -$8.07K 0.03% 192
2024
Q3
$259K Sell
2,316
-1
-0% -$112 0.03% 179
2024
Q2
$207K Sell
2,317
-14
-0.6% -$1.25K 0.03% 198
2024
Q1
$200K Buy
+2,331
New +$200K 0.03% 201