Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
4,180
-2,571
-38% -$210K 0.06% 148
2025
Q1
$670K Buy
6,751
+2
+0% +$198 0.13% 92
2024
Q4
$678K Sell
6,749
-198
-3% -$19.9K 0.14% 87
2024
Q3
$633K Buy
6,947
+302
+5% +$27.5K 0.14% 85
2024
Q2
$542K Buy
6,645
+2
+0% +$163 0.13% 91
2024
Q1
$533K Buy
6,643
+30
+0.5% +$2.41K 0.15% 87
2023
Q4
$463K Buy
6,613
+54
+0.8% +$3.78K 0.14% 89
2023
Q3
$416K Buy
+6,559
New +$416K 0.15% 92