Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Sell
310
-1
-0.3% -$68 0.01% 1228
2025
Q1
$14K Buy
311
+2
+0.6% +$90 0.01% 1296
2024
Q4
$19K Sell
309
-1
-0.3% -$61 0.01% 1201
2024
Q3
$13K Sell
310
-4
-1% -$168 0.01% 1376
2024
Q2
$9K Buy
314
+2
+0.6% +$57 0.01% 1582
2024
Q1
$12K Sell
312
-153
-33% -$5.89K 0.01% 1415
2023
Q4
$23K Sell
465
-1
-0.2% -$49 0.02% 1134
2023
Q3
$10K Sell
466
-2
-0.4% -$43 0.01% 1406
2023
Q2
$7K Buy
468
+1
+0.2% +$15 0.01% 1615
2023
Q1
$5K Sell
467
-8
-2% -$86 ﹤0.01% 1543
2022
Q4
$4K Buy
475
+168
+55% +$1.42K ﹤0.01% 1603
2022
Q3
$5K Sell
307
-1,520
-83% -$24.8K ﹤0.01% 1472
2022
Q2
$32K Buy
1,827
+1,180
+182% +$20.7K 0.03% 855
2022
Q1
$30K Buy
+647
New +$30K 0.02% 943