Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
1,101
+1
+0.1% +$990 0.27% 15
2025
Q1
$1.04M Sell
1,100
-24
-2% -$22.7K 0.16% 10
2024
Q4
$1.03M Buy
1,124
+2
+0.2% +$1.83K 0.17% 5
2024
Q3
$995K Buy
1,122
+1
+0.1% +$887 0.17% 5
2024
Q2
$953K Buy
1,121
+81
+8% +$68.8K 0.21% 6
2024
Q1
$762K Buy
1,040
+36
+4% +$26.4K 0.18% 7
2023
Q4
$663K Sell
1,004
-92
-8% -$60.7K 0.24% 5
2023
Q3
$619K Buy
1,096
+2
+0.2% +$1.13K 0.17% 7
2023
Q2
$589K Buy
1,094
+2
+0.2% +$1.08K 0.18% 7
2023
Q1
$543K Sell
1,092
-60
-5% -$29.8K 0.19% 7
2022
Q4
$526K Buy
+1,152
New +$526K 0.18% 7