Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
2,114
-171
-7% -$23.3K 0.08% 216
2025
Q1
$303K Buy
2,285
+6
+0.3% +$796 0.08% 198
2024
Q4
$258K Sell
2,279
-23
-1% -$2.6K 0.07% 213
2024
Q3
$262K Buy
2,302
+250
+12% +$28.5K 0.07% 220
2024
Q2
$213K Buy
2,052
+11
+0.5% +$1.14K 0.06% 245
2024
Q1
$232K Sell
2,041
-101
-5% -$11.5K 0.07% 233
2023
Q4
$236K Sell
2,142
-18
-0.8% -$1.98K 0.08% 204
2023
Q3
$209K Buy
2,160
+44
+2% +$4.26K 0.08% 209
2023
Q2
$231K Buy
+2,116
New +$231K 0.09% 197