Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
1,662
-68
-4% -$19.7K 0.26% 101
2025
Q1
$522K Buy
1,730
+80
+5% +$24.2K 0.29% 97
2024
Q4
$456K Sell
1,650
-142
-8% -$39.2K 0.25% 96
2024
Q3
$517K Buy
1,792
+307
+21% +$88.5K 0.26% 102
2024
Q2
$379K Sell
1,485
-164
-10% -$41.8K 0.19% 112
2024
Q1
$427K Sell
1,649
-258
-14% -$66.9K 0.21% 110
2023
Q4
$431K Sell
1,907
-4
-0.2% -$904 0.21% 113
2023
Q3
$398K Buy
1,911
+602
+46% +$125K 0.21% 115
2023
Q2
$252K Buy
+1,309
New +$252K 0.12% 148