Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.1K Sell
1,266
-497
-28% -$35K 0.01% 453
2025
Q1
$129K Buy
1,763
+376
+27% +$27.6K 0.02% 370
2024
Q4
$86.9K Buy
1,387
+14
+1% +$877 0.01% 473
2024
Q3
$90.5K Sell
1,373
-45
-3% -$2.97K 0.01% 463
2024
Q2
$102K Sell
1,418
-31
-2% -$2.24K 0.02% 397
2024
Q1
$97.1K Sell
1,449
-24
-2% -$1.61K 0.02% 409
2023
Q4
$96.9K Sell
1,473
-4
-0.3% -$263 0.02% 401
2023
Q3
$95.1K Sell
1,477
-74
-5% -$4.76K 0.02% 366
2023
Q2
$93.6K Buy
1,551
+66
+4% +$3.99K 0.02% 362
2023
Q1
$85.4K Sell
1,485
-123
-8% -$7.08K 0.02% 366
2022
Q4
$91.6K Buy
+1,608
New +$91.6K 0.03% 325