Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
6,477
-362
-5% -$25.9K 0.14% 95
2025
Q1
$434K Buy
6,839
+7
+0.1% +$444 0.15% 87
2024
Q4
$517K Buy
6,832
+116
+2% +$8.78K 0.18% 67
2024
Q3
$594K Buy
+6,716
New +$594K 0.22% 58
2023
Q2
$35.7K Buy
324
+1
+0.3% +$110 0.02% 152
2023
Q1
$39.6K Hold
323
0.02% 155
2022
Q4
$37.8K Sell
323
-318
-50% -$37.2K 0.03% 171
2022
Q3
$53K Buy
641
+1
+0.2% +$83 0.04% 121
2022
Q2
$65K Hold
640
0.05% 108
2022
Q1
$82K Buy
+640
New +$82K 0.05% 107