Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
8,946
+21
+0.2% +$629 0.1% 85
2025
Q1
$302K Buy
8,925
+19
+0.2% +$642 0.12% 76
2024
Q4
$263K Buy
8,906
+22
+0.2% +$650 0.09% 89
2024
Q3
$279K Buy
8,884
+18
+0.2% +$565 0.12% 90
2024
Q2
$320K Sell
8,866
-172
-2% -$6.21K 0.14% 81
2024
Q1
$341K Sell
9,038
-200
-2% -$7.54K 0.24% 73
2023
Q4
$327K Sell
9,238
-634
-6% -$22.4K 0.25% 72
2023
Q3
$382K Buy
9,872
+93
+1% +$3.6K 0.28% 57
2023
Q2
$345K Buy
9,779
+3,490
+55% +$123K 0.25% 70
2023
Q1
$239K Hold
6,289
0.22% 75
2022
Q4
$220K Buy
+6,289
New +$220K 0.19% 80
2022
Q2
Sell
-7,203
Closed -$212K 105
2022
Q1
$212K Buy
+7,203
New +$212K 0.14% 101