Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
1,788
+69
+4% +$10.5K 0.11% 145
2025
Q1
$252K Sell
1,719
-184
-10% -$27K 0.11% 140
2024
Q4
$246K Sell
1,903
-266
-12% -$34.3K 0.11% 146
2024
Q3
$297K Sell
2,169
-338
-13% -$46.2K 0.14% 140
2024
Q2
$256K Sell
2,507
-368
-13% -$37.6K 0.13% 146
2024
Q1
$255K Buy
2,875
+91
+3% +$8.07K 0.14% 145
2023
Q4
$255K Buy
2,784
+174
+7% +$15.9K 0.16% 143
2023
Q3
$205K Sell
2,610
-692
-21% -$54.3K 0.15% 143
2023
Q2
$276K Buy
3,302
+330
+11% +$27.6K 0.22% 118
2023
Q1
$261K Buy
2,972
+544
+22% +$47.8K 0.23% 119
2022
Q4
$243K Buy
+2,428
New +$243K 0.25% 117