Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
3,439
-3
-0.1% -$457 0.15% 68
2025
Q1
$505K Buy
3,442
+48
+1% +$7.05K 0.17% 69
2024
Q4
$438K Buy
3,394
+15
+0.4% +$1.94K 0.14% 75
2024
Q3
$462K Buy
3,379
+12
+0.4% +$1.64K 0.15% 77
2024
Q2
$344K Sell
3,367
-642
-16% -$65.6K 0.13% 86
2024
Q1
$356K Sell
4,009
-380
-9% -$33.7K 0.14% 84
2023
Q4
$401K Hold
4,389
0.19% 82
2023
Q3
$344K Hold
4,389
0.21% 78
2023
Q2
$367K Buy
4,389
+6
+0.1% +$502 0.23% 77
2023
Q1
$385K Buy
4,383
+374
+9% +$32.9K 0.26% 75
2022
Q4
$402K Hold
4,009
0.3% 77
2022
Q3
$370K Buy
+4,009
New +$370K 0.3% 66