Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
1,851
+89
+5% +$12.1K 0.06% 132
2025
Q1
$234K Sell
1,762
-15
-0.8% -$1.99K 0.06% 151
2024
Q4
$201K Sell
1,777
-105
-6% -$11.9K 0.05% 154
2024
Q3
$215K Buy
+1,882
New +$215K 0.05% 154
2024
Q2
Sell
-1,823
Closed -$207K 144
2024
Q1
$207K Sell
1,823
-42
-2% -$4.77K 0.05% 147
2023
Q4
$205K Buy
+1,865
New +$205K 0.05% 153
2023
Q3
Sell
-1,859
Closed -$203K 157
2023
Q2
$203K Buy
+1,859
New +$203K 0.06% 158
2023
Q1
Sell
-1,969
Closed -$216K 159
2022
Q4
$216K Buy
+1,969
New +$216K 0.07% 150