Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
3,978
+17
+0.4% +$1.66K 0.45% 42
2025
Q1
$348K Sell
3,961
-183
-4% -$16.1K 0.43% 46
2024
Q4
$374K Sell
4,144
-453
-10% -$40.9K 0.46% 39
2024
Q3
$371K Buy
4,597
+15
+0.3% +$1.21K 0.38% 51
2024
Q2
$310K Sell
4,582
-185
-4% -$12.5K 0.32% 63
2024
Q1
$287K Sell
4,767
-54
-1% -$3.25K 0.16% 88
2023
Q4
$253K Hold
4,821
0.16% 86
2023
Q3
$260K Sell
4,821
-15
-0.3% -$808 0.19% 83
2023
Q2
$249K Buy
4,836
+33
+0.7% +$1.7K 0.17% 86
2023
Q1
$243K Buy
4,803
+54
+1% +$2.73K 0.18% 84
2022
Q4
$227K Buy
4,749
+6
+0.1% +$287 0.18% 86
2022
Q3
$205K Buy
+4,743
New +$205K 0.18% 76