Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
1,770
+176
+11% +$48.2K 0.05% 191
2025
Q1
$557K Sell
1,594
-32
-2% -$11.2K 0.07% 160
2024
Q4
$741K Sell
1,626
-19
-1% -$8.66K 0.09% 137
2024
Q3
$719K Buy
1,645
+178
+12% +$77.8K 0.09% 143
2024
Q2
$696K Buy
1,467
+142
+11% +$67.3K 0.1% 129
2024
Q1
$775K Sell
1,325
-141
-10% -$82.5K 0.13% 120
2023
Q4
$642K Sell
1,466
-26
-2% -$11.4K 0.12% 125
2023
Q3
$595K Sell
1,492
-237
-14% -$94.5K 0.12% 108
2023
Q2
$592K Sell
1,729
-79
-4% -$27.1K 0.11% 116
2023
Q1
$492K Buy
+1,808
New +$492K 0.1% 145