Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
7,049
+23
+0.3% +$883 0.1% 157
2025
Q1
$272K Sell
7,026
-158
-2% -$6.12K 0.11% 145
2024
Q4
$243K Buy
7,184
+818
+13% +$27.7K 0.1% 155
2024
Q3
$260K Buy
6,366
+31
+0.5% +$1.27K 0.11% 142
2024
Q2
$244K Sell
6,335
-347
-5% -$13.4K 0.11% 132
2024
Q1
$286K Sell
6,682
-4
-0.1% -$171 0.13% 114
2023
Q4
$248K Buy
6,686
+308
+5% +$11.4K 0.12% 125
2023
Q3
$231K Buy
6,378
+5,280
+481% +$191K 0.13% 117
2023
Q2
$39.1K Sell
1,098
-4,063
-79% -$145K 0.02% 324
2023
Q1
$184K Buy
+5,161
New +$184K 0.11% 129