Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
2,963
-283
-9% -$51.2K 0.02% 416
2025
Q1
$559K Buy
3,246
+47
+1% +$8.09K 0.02% 381
2024
Q4
$577K Buy
3,199
+121
+4% +$21.8K 0.02% 386
2024
Q3
$529K Buy
3,078
+206
+7% +$35.4K 0.02% 396
2024
Q2
$479K Buy
2,872
+535
+23% +$89.2K 0.02% 399
2024
Q1
$427K Buy
2,337
+474
+25% +$86.7K 0.02% 419
2023
Q4
$307K Buy
1,863
+181
+11% +$29.8K 0.01% 471
2023
Q3
$249K Buy
1,682
+62
+4% +$9.16K 0.01% 500
2023
Q2
$262K Sell
1,620
-35
-2% -$5.67K 0.01% 474
2023
Q1
$241K Buy
+1,655
New +$241K 0.01% 494