Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.9K Sell
479
-6
-1% -$1.01K 0.01% 362
2025
Q1
$74.8K Sell
485
-34
-7% -$5.24K 0.01% 356
2024
Q4
$88.1K Sell
519
-25
-5% -$4.25K 0.01% 309
2024
Q3
$94.5K Buy
544
+123
+29% +$21.4K 0.01% 298
2024
Q2
$72.4K Sell
421
-157
-27% -$27K 0.01% 313
2024
Q1
$151K Buy
578
+12
+2% +$3.13K 0.03% 256
2023
Q4
$113K Sell
566
-2
-0.4% -$399 0.02% 273
2023
Q3
$96.6K Sell
568
-20
-3% -$3.4K 0.02% 290
2023
Q2
$121K Sell
588
-3
-0.5% -$620 0.02% 270
2023
Q1
$135K Buy
591
+24
+4% +$5.49K 0.03% 257
2022
Q4
$109K Buy
+567
New +$109K 0.02% 277