Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Sell
3,448
-5
-0.1% -$1.1K 0.34% 21
2025
Q1
$657K Buy
3,453
+123
+4% +$23.4K 0.34% 18
2024
Q4
$731K Buy
3,330
+76
+2% +$16.7K 0.38% 16
2024
Q3
$606K Buy
3,254
+3
+0.1% +$559 0.31% 18
2024
Q2
$628K Sell
3,251
-1,410
-30% -$272K 0.35% 19
2024
Q1
$841K Sell
4,661
-295
-6% -$53.2K 0.46% 18
2023
Q4
$753K Sell
4,956
-655
-12% -$99.5K 0.46% 17
2023
Q3
$713K Sell
5,611
-67
-1% -$8.52K 0.54% 13
2023
Q2
$740K Sell
5,678
-2
-0% -$261 0.51% 17
2023
Q1
$587K Sell
5,680
-73
-1% -$7.54K 0.43% 17
2022
Q4
$483K Buy
+5,753
New +$483K 0.39% 17