Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
10,757
-481
-4% -$38.1K 0.24% 90
2025
Q1
$1.01M Sell
11,238
-59
-0.5% -$5.3K 0.34% 68
2024
Q4
$1.28M Hold
11,297
0.42% 54
2024
Q3
$1.28M Buy
11,297
+283
+3% +$32.1K 0.42% 55
2024
Q2
$1.36M Sell
11,014
-7
-0.1% -$867 0.47% 47
2024
Q1
$1.45M Sell
11,021
-311
-3% -$41K 0.53% 42
2023
Q4
$1.24M Buy
11,332
+125
+1% +$13.6K 0.52% 44
2023
Q3
$1.15M Hold
11,207
0.55% 49
2023
Q2
$1.29M Sell
11,207
-20
-0.2% -$2.31K 0.61% 40
2023
Q1
$1.19M Buy
11,227
+75
+0.7% +$7.98K 0.62% 39
2022
Q4
$1.24M Buy
+11,152
New +$1.24M 0.72% 34