Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
13,164
-96
-0.7% -$2.87K 0.02% 400
2025
Q1
$448K Buy
13,260
+581
+5% +$19.6K 0.02% 344
2024
Q4
$375K Sell
12,679
-2,651
-17% -$78.4K 0.02% 373
2024
Q3
$481K Sell
15,330
-1,091
-7% -$34.2K 0.02% 339
2024
Q2
$593K Buy
16,421
+2,185
+15% +$78.9K 0.03% 302
2024
Q1
$536K Sell
14,236
-96
-0.7% -$3.62K 0.03% 260
2023
Q4
$507K Buy
14,332
+691
+5% +$24.5K 0.03% 255
2023
Q3
$528K Sell
13,641
-45
-0.3% -$1.74K 0.04% 233
2023
Q2
$483K Buy
+13,686
New +$483K 0.04% 242