Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
8,865
-908
-9% -$27.2K 0.02% 356
2025
Q1
$330K Sell
9,773
-440
-4% -$14.9K 0.02% 315
2024
Q4
$302K Buy
10,213
+21
+0.2% +$621 0.02% 317
2024
Q3
$320K Sell
10,192
-125
-1% -$3.92K 0.02% 294
2024
Q2
$372K Buy
10,317
+4,038
+64% +$146K 0.03% 248
2024
Q1
$237K Buy
6,279
+231
+4% +$8.7K 0.02% 324
2023
Q4
$214K Sell
6,048
-267
-4% -$9.45K 0.02% 288
2023
Q3
$245K Buy
6,315
+140
+2% +$5.42K 0.03% 245
2023
Q2
$218K Buy
6,175
+254
+4% +$8.96K 0.02% 265
2023
Q1
$225K Buy
+5,921
New +$225K 0.03% 251