Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
6,240
0.2% 79
2025
Q1
$306K Sell
6,240
-80
-1% -$3.92K 0.21% 75
2024
Q4
$302K Buy
6,320
+135
+2% +$6.46K 0.21% 89
2024
Q3
$345K Buy
6,185
+462
+8% +$25.8K 0.24% 82
2024
Q2
$274K Buy
5,723
+131
+2% +$6.28K 0.19% 94
2024
Q1
$261K Buy
5,592
+2
+0% +$93 0.18% 95
2023
Q4
$260K Buy
5,590
+32
+0.6% +$1.49K 0.2% 93
2023
Q3
$287K Sell
5,558
-35
-0.6% -$1.81K 0.23% 89
2023
Q2
$277K Buy
5,593
+255
+5% +$12.6K 0.22% 91
2023
Q1
$212K Buy
5,338
+83
+2% +$3.3K 0.18% 105
2022
Q4
$217K Buy
+5,255
New +$217K 0.18% 101