Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
4,403
+13
+0.3% +$1.19K 0.01% 471
2025
Q1
$402K Sell
4,390
-92
-2% -$8.42K 0.02% 456
2024
Q4
$382K Buy
4,482
+449
+11% +$38.2K 0.01% 485
2024
Q3
$353K Sell
4,033
-90
-2% -$7.87K 0.01% 509
2024
Q2
$325K Sell
4,123
-113
-3% -$8.92K 0.01% 501
2024
Q1
$383K Sell
4,236
-409
-9% -$37K 0.02% 453
2023
Q4
$408K Buy
4,645
+396
+9% +$34.8K 0.02% 409
2023
Q3
$359K Buy
4,249
+465
+12% +$39.3K 0.02% 409
2023
Q2
$374K Sell
3,784
-6
-0.2% -$593 0.02% 393
2023
Q1
$364K Sell
3,790
-61
-2% -$5.86K 0.02% 382
2022
Q4
$350K Buy
3,851
+1,101
+40% +$100K 0.02% 374
2022
Q3
$219K Buy
+2,750
New +$219K 0.01% 443