Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
1,567
+10
+0.6% +$2.27K 0.05% 226
2025
Q1
$258K Buy
1,557
+3
+0.2% +$498 0.04% 244
2024
Q4
$307K Sell
1,554
-17
-1% -$3.36K 0.05% 228
2024
Q3
$273K Buy
1,571
+130
+9% +$22.6K 0.04% 250
2024
Q2
$251K Buy
1,441
+17
+1% +$2.96K 0.04% 237
2024
Q1
$194K Sell
1,424
-9
-0.6% -$1.22K 0.04% 279
2023
Q4
$149K Sell
1,433
-2
-0.1% -$208 0.03% 315
2023
Q3
$125K Buy
1,435
+64
+5% +$5.56K 0.03% 298
2023
Q2
$138K Buy
1,371
+1,031
+303% +$104K 0.03% 291
2023
Q1
$31.6K Sell
340
-7
-2% -$651 0.01% 524
2022
Q4
$25.8K Buy
+347
New +$25.8K 0.01% 535