Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
1,503
-428
-22% -$89.3K 0.1% 85
2025
Q1
$419K Buy
1,931
+1
+0.1% +$217 0.15% 66
2024
Q4
$398K Buy
1,930
+7
+0.4% +$1.44K 0.14% 70
2024
Q3
$338K Sell
1,923
-248
-11% -$43.7K 0.12% 81
2024
Q2
$354K Buy
2,171
+26
+1% +$4.24K 0.14% 77
2024
Q1
$321K Sell
2,145
-49
-2% -$7.33K 0.13% 78
2023
Q4
$282K Sell
2,194
-42
-2% -$5.4K 0.13% 84
2023
Q3
$235K Buy
2,236
+41
+2% +$4.31K 0.12% 90
2023
Q2
$229K Buy
2,195
+71
+3% +$7.4K 0.12% 92
2023
Q1
$214K Buy
+2,124
New +$214K 0.12% 96