Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
2,252
-3
-0.1% -$457 0.06% 237
2025
Q1
$331K Buy
2,255
+123
+6% +$18.1K 0.06% 232
2024
Q4
$275K Sell
2,132
-24
-1% -$3.1K 0.06% 210
2024
Q3
$295K Sell
2,156
-33
-2% -$4.51K 0.07% 197
2024
Q2
$224K Sell
2,189
-506
-19% -$51.7K 0.06% 219
2024
Q1
$239K Buy
2,695
+9
+0.3% +$798 0.07% 212
2023
Q4
$246K Buy
2,686
+32
+1% +$2.93K 0.22% 112
2023
Q3
$208K Buy
+2,654
New +$208K 0.07% 199