Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
1,195
-25
-2% -$6.89K 0.06% 71
2025
Q1
$204K Sell
1,220
-26
-2% -$4.35K 0.04% 86
2024
Q4
$289K Sell
1,246
-6
-0.5% -$1.39K 0.06% 74
2024
Q3
$216K Sell
1,252
-18
-1% -$3.11K 0.04% 87
2024
Q2
$204K Buy
+1,270
New +$204K 0.05% 67