Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
2,575
-508
-16% -$94.3K 0.03% 157
2025
Q1
$646K Sell
3,083
-66
-2% -$13.8K 0.04% 129
2024
Q4
$560K Buy
3,149
+255
+9% +$45.3K 0.04% 139
2024
Q3
$572K Buy
2,894
+595
+26% +$118K 0.04% 135
2024
Q2
$394K Sell
2,299
-412
-15% -$70.7K 0.03% 130
2024
Q1
$494K Buy
2,711
+50
+2% +$9.11K 0.04% 125
2023
Q4
$412K Buy
2,661
+490
+23% +$75.9K 0.03% 126
2023
Q3
$324K Sell
2,171
-612
-22% -$91.2K 0.03% 133
2023
Q2
$375K Sell
2,783
-209
-7% -$28.2K 0.03% 123
2023
Q1
$477K Buy
+2,992
New +$477K 0.05% 111