Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
1,432
+17
+1% +$3.27K 0.1% 56
2025
Q1
$255K Sell
1,415
-44
-3% -$7.94K 0.1% 56
2024
Q4
$247K Sell
1,459
-1
-0.1% -$169 0.09% 61
2024
Q3
$286K Buy
1,460
+11
+0.8% +$2.15K 0.11% 53
2024
Q2
$242K Buy
1,449
+86
+6% +$14.4K 0.11% 57
2024
Q1
$220K Buy
1,363
+1
+0.1% +$162 0.1% 53
2023
Q4
$236K Buy
1,362
+1
+0.1% +$173 0.11% 52
2023
Q3
$201K Buy
+1,361
New +$201K 0.11% 50
2023
Q2
Sell
-1,461
Closed -$235K 59
2023
Q1
$235K Buy
1,461
+3
+0.2% +$483 0.12% 60
2022
Q4
$215K Buy
1,458
+12
+0.8% +$1.77K 0.1% 66
2022
Q3
$217K Buy
+1,446
New +$217K 0.11% 68