Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
4,994
-853
-15% -$60.1K 0.16% 117
2025
Q1
$428K Buy
5,847
+36
+0.6% +$2.64K 0.23% 84
2024
Q4
$364K Buy
5,811
+40
+0.7% +$2.51K 0.19% 96
2024
Q3
$381K Sell
5,771
-19
-0.3% -$1.25K 0.2% 95
2024
Q2
$418K Sell
5,790
-472
-8% -$34.1K 0.24% 77
2024
Q1
$420K Buy
6,262
+35
+0.6% +$2.35K 0.25% 79
2023
Q4
$410K Sell
6,227
-470
-7% -$30.9K 0.26% 68
2023
Q3
$431K Buy
6,697
+3
+0% +$193 0.31% 60
2023
Q2
$404K Buy
6,694
+37
+0.6% +$2.23K 0.28% 65
2023
Q1
$383K Buy
6,657
+223
+3% +$12.8K 0.29% 66
2022
Q4
$366K Sell
6,434
-344
-5% -$19.6K 0.3% 69
2022
Q3
$337K Buy
6,778
+88
+1% +$4.38K 0.31% 67
2022
Q2
$350K Buy
6,690
+36
+0.5% +$1.88K 0.35% 62
2022
Q1
$366K Buy
+6,654
New +$366K 0.29% 68