Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
1,233
-27
-2% -$7.28K 0.18% 126
2025
Q1
$319K Buy
1,260
+10
+0.8% +$2.54K 0.18% 125
2024
Q4
$293K Sell
1,250
-167
-12% -$39.1K 0.16% 121
2024
Q3
$362K Buy
1,417
+276
+24% +$70.5K 0.18% 121
2024
Q2
$272K Sell
1,141
-301
-21% -$71.6K 0.14% 133
2024
Q1
$333K Sell
1,442
-281
-16% -$64.9K 0.16% 125
2023
Q4
$342K Buy
1,723
+28
+2% +$5.55K 0.17% 128
2023
Q3
$287K Buy
1,695
+360
+27% +$61K 0.15% 133
2023
Q2
$249K Buy
+1,335
New +$249K 0.12% 150