Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
19,978
-493
-2% -$5.35K 0.07% 110
2025
Q1
$205K Buy
20,471
+179
+0.9% +$1.8K 0.07% 100
2024
Q4
$201K Sell
20,292
-417
-2% -$4.13K 0.07% 102
2024
Q3
$219K Buy
20,709
+1,157
+6% +$12.2K 0.07% 101
2024
Q2
$245K Buy
19,552
+129
+0.7% +$1.62K 0.09% 87
2024
Q1
$258K Buy
19,423
+2,947
+18% +$39.1K 0.09% 86
2023
Q4
$201K Buy
16,476
+3,275
+25% +$39.9K 0.08% 96
2023
Q3
$164K Sell
13,201
-2,031
-13% -$25.2K 0.07% 96
2023
Q2
$230K Buy
15,232
+1,590
+12% +$24.1K 0.1% 87
2023
Q1
$172K Buy
13,642
+97
+0.7% +$1.22K 0.08% 66
2022
Q4
$158K Buy
+13,545
New +$158K 0.08% 56