Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2,960
-338
-10% -$23.8K 0.04% 228
2025
Q1
$242K Buy
3,298
+9
+0.3% +$659 0.05% 210
2024
Q4
$206K Sell
3,289
-845
-20% -$52.9K 0.04% 220
2024
Q3
$273K Buy
4,134
+8
+0.2% +$528 0.05% 207
2024
Q2
$298K Buy
4,126
+8
+0.2% +$577 0.06% 199
2024
Q1
$276K Buy
4,118
+808
+24% +$54.2K 0.05% 199
2023
Q4
$218K Buy
3,310
+9
+0.3% +$592 0.05% 204
2023
Q3
$213K Sell
3,301
-792
-19% -$51K 0.05% 204
2023
Q2
$247K Sell
4,093
-228
-5% -$13.8K 0.06% 194
2023
Q1
$249K Sell
4,321
-464
-10% -$26.7K 0.06% 188
2022
Q4
$273K Buy
4,785
+7
+0.1% +$399 0.07% 187
2022
Q3
$238K Sell
4,778
-279
-6% -$13.9K 0.06% 194
2022
Q2
$264K Hold
5,057
0.06% 196
2022
Q1
$278K Buy
+5,057
New +$278K 0.06% 210