Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Buy
4,483
+427
+11% +$55.2K 0.22% 73
2025
Q1
$485K Sell
4,056
-68
-2% -$8.12K 0.21% 80
2024
Q4
$478K Buy
4,124
+119
+3% +$13.8K 0.2% 79
2024
Q3
$541K Sell
4,005
-339
-8% -$45.8K 0.23% 74
2024
Q2
$589K Buy
4,344
+3
+0.1% +$407 0.27% 64
2024
Q1
$561K Sell
4,341
-48
-1% -$6.2K 0.27% 65
2023
Q4
$502K Buy
4,389
+3
+0.1% +$343 0.27% 72
2023
Q3
$399K Buy
4,386
+3
+0.1% +$273 0.24% 82
2023
Q2
$494K Buy
4,383
+7
+0.2% +$788 0.29% 69
2023
Q1
$458K Buy
4,376
+9
+0.2% +$942 0.29% 73
2022
Q4
$483K Hold
4,367
0.32% 66
2022
Q3
$483K Buy
+4,367
New +$483K 0.32% 66