Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
1,024
-8
-0.8% -$2.23K 0.02% 82
2025
Q1
$322K Buy
1,032
+2
+0.2% +$624 0.03% 82
2024
Q4
$268K Sell
1,030
-12
-1% -$3.12K 0.02% 88
2024
Q3
$336K Buy
1,042
+1
+0.1% +$322 0.03% 80
2024
Q2
$325K Sell
1,041
-75
-7% -$23.4K 0.03% 79
2024
Q1
$317K Buy
1,116
+186
+20% +$52.8K 0.03% 86
2023
Q4
$268K Buy
+930
New +$268K 0.03% 77
2020
Q1
Sell
-842
Closed -$203K 73
2019
Q4
$203K Buy
+842
New +$203K 0.03% 78