Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
1,034
-53
-5% -$11.1K 0.01% 438
2025
Q1
$236K Sell
1,087
-271
-20% -$58.8K 0.01% 418
2024
Q4
$280K Buy
1,358
+3
+0.2% +$619 0.02% 337
2024
Q3
$238K Sell
1,355
-46
-3% -$8.07K 0.02% 379
2024
Q2
$228K Sell
1,401
-104
-7% -$16.9K 0.02% 386
2024
Q1
$224K Sell
1,505
-251
-14% -$37.4K 0.02% 421
2023
Q4
$226K Sell
1,756
-168
-9% -$21.6K 0.02% 425
2023
Q3
$202K Sell
1,924
-401
-17% -$42.2K 0.02% 439
2023
Q2
$242K Buy
2,325
+19
+0.8% +$1.98K 0.02% 447
2023
Q1
$233K Sell
2,306
-256
-10% -$25.8K 0.02% 450
2022
Q4
$236K Buy
+2,562
New +$236K 0.02% 445