Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
6,106
-121
-2% -$9.58K 0.14% 97
2025
Q1
$559K Sell
6,227
-205
-3% -$18.4K 0.17% 88
2024
Q4
$640K Sell
6,432
-70
-1% -$6.96K 0.21% 86
2024
Q3
$738K Sell
6,502
-378
-5% -$42.9K 0.24% 75
2024
Q2
$852K Buy
6,880
+6
+0.1% +$743 0.31% 68
2024
Q1
$907K Buy
6,874
+196
+3% +$25.9K 0.36% 60
2023
Q4
$728K Buy
6,678
+110
+2% +$12K 0.34% 72
2023
Q3
$676K Sell
6,568
-221
-3% -$22.8K 0.38% 75
2023
Q2
$783K Buy
6,789
+1,831
+37% +$211K 0.45% 77
2023
Q1
$527K Buy
+4,958
New +$527K 0.34% 95