Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
1,467
+132
+10% +$24.5K 0.07% 84
2025
Q1
$280K Sell
1,335
-187
-12% -$39.2K 0.07% 86
2024
Q4
$270K Sell
1,522
-1
-0.1% -$178 0.07% 88
2024
Q3
$301K Buy
1,523
+12
+0.8% +$2.37K 0.08% 84
2024
Q2
$259K Sell
1,511
-15
-1% -$2.57K 0.07% 88
2024
Q1
$278K Buy
1,526
+38
+3% +$6.92K 0.08% 86
2023
Q4
$231K Buy
1,488
+3
+0.2% +$465 0.07% 88
2023
Q3
$221K Buy
+1,485
New +$221K 0.08% 89