Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
1,656
-14
-0.8% -$2.65K 0.26% 97
2025
Q1
$350K Buy
1,670
+7
+0.4% +$1.47K 0.34% 91
2024
Q4
$296K Buy
1,663
+16
+1% +$2.84K 0.28% 97
2024
Q3
$325K Sell
1,647
-1
-0.1% -$197 0.32% 88
2024
Q2
$283K Buy
+1,648
New +$283K 0.3% 92