Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
15,145
+36
+0.2% +$937 0.02% 196
2025
Q1
$384K Sell
15,109
-1,005
-6% -$25.5K 0.02% 191
2024
Q4
$341K Sell
16,114
-506
-3% -$10.7K 0.01% 202
2024
Q3
$321K Buy
16,620
+165
+1% +$3.19K 0.01% 220
2024
Q2
$280K Buy
16,455
+775
+5% +$13.2K 0.01% 218
2024
Q1
$269K Buy
15,680
+365
+2% +$6.26K 0.01% 227
2023
Q4
$290K Sell
15,315
-3,750
-20% -$71K 0.01% 206
2023
Q3
$314K Buy
19,065
+390
+2% +$6.43K 0.01% 184
2023
Q2
$336K Buy
+18,675
New +$336K 0.01% 176