Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
3,112
+79
+3% +$5.56K 0.08% 139
2025
Q1
$222K Sell
3,033
-596
-16% -$43.7K 0.08% 118
2024
Q4
$227K Sell
3,629
-8
-0.2% -$501 0.09% 116
2024
Q3
$240K Sell
3,637
-73
-2% -$4.81K 0.09% 118
2024
Q2
$268K Buy
3,710
+1
+0% +$72 0.12% 95
2024
Q1
$249K Buy
3,709
+86
+2% +$5.77K 0.12% 98
2023
Q4
$238K Buy
3,623
+92
+3% +$6.05K 0.12% 94
2023
Q3
$227K Buy
3,531
+89
+3% +$5.73K 0.12% 89
2023
Q2
$208K Buy
3,442
+113
+3% +$6.82K 0.09% 115
2023
Q1
$192K Buy
3,329
+70
+2% +$4.03K 0.1% 110
2022
Q4
$186K Sell
3,259
-52
-2% -$2.96K 0.1% 99
2022
Q3
$165K Buy
3,311
+247
+8% +$12.3K 0.1% 104
2022
Q2
$146K Buy
3,064
+438
+17% +$20.9K 0.09% 119
2022
Q1
$144K Buy
+2,626
New +$144K 0.08% 108