Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Sell
3,363
-47
-1% -$7.16K 0.41% 74
2025
Q1
$501K Hold
3,410
0.4% 72
2024
Q4
$440K Buy
3,410
+250
+8% +$32.3K 0.35% 78
2024
Q3
$432K Hold
3,160
0.35% 76
2024
Q2
$323K Sell
3,160
-619
-16% -$63.3K 0.27% 83
2024
Q1
$335K Sell
3,779
-269
-7% -$23.9K 0.28% 81
2023
Q4
$370K Sell
4,048
-496
-11% -$45.3K 0.32% 75
2023
Q3
$356K Hold
4,544
0.34% 71
2023
Q2
$380K Buy
+4,544
New +$380K 0.37% 69