Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
4,744
-30
-0.6% -$4.68K 0.33% 75
2025
Q1
$786K Sell
4,774
-30
-0.6% -$4.94K 0.34% 73
2024
Q4
$783K Buy
4,804
+30
+0.6% +$4.89K 0.45% 69
2024
Q3
$933K Sell
4,774
-35
-0.7% -$6.84K 0.53% 60
2024
Q2
$834K Buy
4,809
+2,167
+82% +$376K 0.52% 61
2024
Q1
$447K Buy
2,642
+547
+26% +$92.6K 0.31% 82
2023
Q4
$413K Sell
2,095
-512
-20% -$101K 0.54% 60
2023
Q3
$454K Buy
2,607
+12
+0.5% +$2.09K 0.46% 66
2023
Q2
$447K Buy
2,595
+365
+16% +$62.9K 0.4% 69
2023
Q1
$371K Buy
2,230
+140
+7% +$23.3K 0.36% 74
2022
Q4
$306K Buy
+2,090
New +$306K 0.33% 79