Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
4,012
+34
+0.9% +$4.63K 0.45% 32
2025
Q1
$528K Sell
3,978
-1,588
-29% -$211K 0.49% 35
2024
Q4
$630K Sell
5,566
-78
-1% -$8.82K 0.48% 35
2024
Q3
$643K Sell
5,644
-112
-2% -$12.8K 0.5% 34
2024
Q2
$598K Buy
5,756
+103
+2% +$10.7K 0.48% 36
2024
Q1
$643K Buy
5,653
+233
+4% +$26.5K 0.53% 38
2023
Q4
$597K Sell
5,420
-56
-1% -$6.16K 0.55% 35
2023
Q3
$530K Sell
5,476
-353
-6% -$34.2K 0.58% 36
2023
Q2
$635K Buy
5,829
+844
+17% +$92K 0.68% 32
2023
Q1
$505K Buy
4,985
+333
+7% +$33.7K 0.61% 32
2022
Q4
$511K Buy
+4,652
New +$511K 0.64% 37