Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
9,437
-1,590
-14% -$35.3K 0.1% 202
2025
Q1
$253K Buy
11,027
+165
+2% +$3.79K 0.12% 170
2024
Q4
$252K Sell
10,862
-994
-8% -$23K 0.12% 172
2024
Q3
$413K Buy
11,856
+445
+4% +$15.5K 0.19% 126
2024
Q2
$369K Buy
11,411
+1,018
+10% +$33K 0.18% 130
2024
Q1
$353K Buy
10,393
+612
+6% +$20.8K 0.17% 135
2023
Q4
$385K Sell
9,781
-1,435
-13% -$56.5K 0.2% 124
2023
Q3
$428K Buy
11,216
+1,200
+12% +$45.8K 0.24% 106
2023
Q2
$457K Buy
10,016
+5,502
+122% +$251K 0.24% 104
2023
Q1
$202K Buy
+4,514
New +$202K 0.15% 124