Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
165
+4
+2% +$1.89K 0.05% 690
2025
Q1
$75K Sell
161
-8
-5% -$3.73K 0.05% 651
2024
Q4
$71K Sell
169
-80
-32% -$33.6K 0.04% 713
2024
Q3
$119K Buy
249
+83
+50% +$39.7K 0.07% 414
2024
Q2
$73K Sell
166
-1
-0.6% -$440 0.05% 681
2024
Q1
$78K Sell
167
-4
-2% -$1.87K 0.05% 681
2023
Q4
$71K Buy
171
+12
+8% +$4.98K 0.05% 691
2023
Q3
$59K Sell
159
-43
-21% -$16K 0.04% 689
2023
Q2
$77K Sell
202
-3
-1% -$1.14K 0.06% 585
2023
Q1
$73K Buy
205
+17
+9% +$6.05K 0.06% 545
2022
Q4
$61K Buy
188
+26
+16% +$8.44K 0.05% 645
2022
Q3
$44K Buy
+162
New +$44K 0.04% 738