Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
2,078
-14
-0.7% -$4.13K 0.01% 143
2025
Q1
$520K Buy
2,092
+14
+0.7% +$3.48K 0.01% 152
2024
Q4
$457K Buy
2,078
+923
+80% +$203K 0.01% 172
2024
Q3
$255K Sell
1,155
-10
-0.9% -$2.21K 0.01% 216
2024
Q2
$201K Buy
1,165
+57
+5% +$9.86K 0.01% 250
2024
Q1
$212K Sell
1,108
-196
-15% -$37.4K 0.01% 223
2023
Q4
$213K Sell
1,304
-220
-14% -$36K 0.01% 225
2023
Q3
$214K Sell
1,524
-276
-15% -$38.7K 0.01% 206
2023
Q2
$241K Buy
+1,800
New +$241K 0.01% 210