Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
7,829
-100
-1% -$7.57K 0.16% 122
2025
Q1
$595K Buy
7,929
+188
+2% +$14.1K 0.16% 131
2024
Q4
$592K Buy
7,741
+2
+0% +$153 0.15% 126
2024
Q3
$604K Buy
7,739
+179
+2% +$14K 0.15% 130
2024
Q2
$540K Buy
7,560
+33
+0.4% +$2.36K 0.15% 136
2024
Q1
$611K Sell
7,527
-24
-0.3% -$1.95K 0.17% 125
2023
Q4
$552K Buy
7,551
+125
+2% +$9.14K 0.18% 122
2023
Q3
$490K Buy
7,426
+1
+0% +$66 0.18% 120
2023
Q2
$551K Buy
7,425
+69
+0.9% +$5.12K 0.21% 117
2023
Q1
$568K Buy
7,356
+1
+0% +$77 0.24% 100
2022
Q4
$562K Hold
7,355
0.26% 93
2022
Q3
$521K Sell
7,355
-1
-0% -$71 0.26% 96
2022
Q2
$624K Buy
7,356
+76
+1% +$6.45K 0.29% 83
2022
Q1
$595K Buy
+7,280
New +$595K 0.23% 109