Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
2,459
-52
-2% -$9.65K 0.11% 107
2025
Q1
$526K Sell
2,511
-360
-13% -$75.4K 0.13% 103
2024
Q4
$510K Sell
2,871
-51
-2% -$9.06K 0.12% 103
2024
Q3
$577K Buy
2,922
+370
+14% +$73.1K 0.13% 103
2024
Q2
$438K Sell
2,552
-101
-4% -$17.3K 0.11% 107
2024
Q1
$483K Sell
2,653
-668
-20% -$122K 0.12% 107
2023
Q4
$515K Sell
3,321
-119
-3% -$18.4K 0.13% 103
2023
Q3
$513K Buy
3,440
+16
+0.5% +$2.39K 0.15% 97
2023
Q2
$461K Sell
3,424
-150
-4% -$20.2K 0.13% 109
2023
Q1
$570K Buy
3,574
+210
+6% +$33.5K 0.17% 93
2022
Q4
$544K Buy
+3,364
New +$544K 0.17% 92