Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
37,370
-472
-1% -$1.72K 0.04% 195
2025
Q1
$130K Buy
37,842
+408
+1% +$1.4K 0.05% 161
2024
Q4
$152K Sell
37,434
-384
-1% -$1.56K 0.06% 144
2024
Q3
$162K Sell
37,818
-393
-1% -$1.69K 0.06% 151
2024
Q2
$143K Sell
38,211
-777
-2% -$2.91K 0.06% 142
2024
Q1
$139K Sell
38,988
-464
-1% -$1.65K 0.06% 126
2023
Q4
$113K Buy
39,452
+1,327
+3% +$3.81K 0.06% 122
2023
Q3
$93K Buy
+38,125
New +$93K 0.06% 92