Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
5,904
-107
-2% -$8.74K 0.07% 246
2025
Q1
$592K Buy
6,011
+18
+0.3% +$1.77K 0.09% 215
2024
Q4
$602K Buy
5,993
+19
+0.3% +$1.91K 0.09% 212
2024
Q3
$544K Buy
5,974
+186
+3% +$17K 0.08% 229
2024
Q2
$472K Sell
5,788
-116
-2% -$9.46K 0.08% 222
2024
Q1
$473K Buy
5,904
+21
+0.4% +$1.68K 0.08% 218
2023
Q4
$413K Buy
5,883
+1,427
+32% +$100K 0.08% 228
2023
Q3
$283K Buy
+4,456
New +$283K 0.07% 250
2023
Q1
Sell
-3,292
Closed -$216K 356
2022
Q4
$216K Buy
+3,292
New +$216K 0.06% 313