Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
12,995
-395
-3% -$4.27K 0.04% 204
2025
Q1
$138K Sell
13,390
-1,838
-12% -$18.9K 0.04% 196
2024
Q4
$154K Sell
15,228
-17
-0.1% -$172 0.05% 192
2024
Q3
$169K Buy
15,245
+9
+0.1% +$100 0.05% 173
2024
Q2
$165K Buy
15,236
+8
+0.1% +$87 0.05% 169
2024
Q1
$186K Sell
15,228
-273
-2% -$3.34K 0.07% 165
2023
Q4
$188K Sell
15,501
-48
-0.3% -$584 0.07% 171
2023
Q3
$188K Sell
15,549
-234
-1% -$2.82K 0.08% 149
2023
Q2
$192K Buy
+15,783
New +$192K 0.08% 154