Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
1,023
+3
+0.3% +$808 0.07% 83
2025
Q1
$259K Sell
1,020
-156
-13% -$39.6K 0.07% 90
2024
Q4
$276K Sell
1,176
-11
-0.9% -$2.58K 0.07% 86
2024
Q3
$303K Buy
1,187
+3
+0.3% +$766 0.08% 83
2024
Q2
$282K Sell
1,184
-20
-2% -$4.76K 0.08% 84
2024
Q1
$278K Buy
1,204
+17
+1% +$3.93K 0.08% 85
2023
Q4
$235K Sell
1,187
-30
-2% -$5.95K 0.07% 87
2023
Q3
$206K Buy
+1,217
New +$206K 0.07% 92