Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
3,341
+7
+0.2% +$497 0.07% 94
2025
Q1
$212K Sell
3,334
-10
-0.3% -$635 0.06% 88
2024
Q4
$253K Buy
3,344
+98
+3% +$7.42K 0.07% 74
2024
Q3
$287K Buy
3,246
+18
+0.6% +$1.59K 0.09% 65
2024
Q2
$243K Sell
3,228
-67
-2% -$5.05K 0.08% 63
2024
Q1
$310K Sell
3,295
-383
-10% -$36K 0.1% 61
2023
Q4
$399K Sell
3,678
-924
-20% -$100K 0.16% 46
2023
Q3
$440K Buy
4,602
+16
+0.3% +$1.53K 0.2% 46
2023
Q2
$506K Buy
4,586
+2,492
+119% +$275K 0.25% 42
2023
Q1
$257K Buy
+2,094
New +$257K 0.13% 51