Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
1,008
-47
-4% -$13.1K 0.13% 84
2025
Q1
$329K Buy
1,055
+5
+0.5% +$1.56K 0.16% 71
2024
Q4
$274K Sell
1,050
-20
-2% -$5.21K 0.13% 82
2024
Q3
$345K Hold
1,070
0.17% 70
2024
Q2
$334K Sell
1,070
-6
-0.6% -$1.88K 0.17% 65
2024
Q1
$306K Sell
1,076
-3
-0.3% -$853 0.16% 69
2023
Q4
$311K Buy
1,079
+9
+0.8% +$2.59K 0.18% 67
2023
Q3
$288K Buy
1,070
+3
+0.3% +$806 0.19% 70
2023
Q2
$237K Sell
1,067
-12
-1% -$2.66K 0.16% 82
2023
Q1
$261K Buy
1,079
+50
+5% +$12.1K 0.19% 71
2022
Q4
$270K Buy
+1,029
New +$270K 0.19% 61