Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
1,941
-21
-1% -$3.2K 0.01% 215
2025
Q1
$288K Buy
1,962
+21
+1% +$3.08K 0.01% 218
2024
Q4
$251K Sell
1,941
-38
-2% -$4.91K 0.01% 236
2024
Q3
$271K Sell
1,979
-199
-9% -$27.2K 0.01% 214
2024
Q2
$223K Sell
2,178
-287
-12% -$29.3K 0.01% 237
2024
Q1
$219K Buy
2,465
+16
+0.7% +$1.42K 0.01% 221
2023
Q4
$224K Sell
2,449
-118
-5% -$10.8K 0.01% 221
2023
Q3
$201K Sell
2,567
-221
-8% -$17.3K 0.01% 214
2023
Q2
$233K Sell
2,788
-207
-7% -$17.3K 0.01% 213
2023
Q1
$263K Buy
2,995
+487
+19% +$42.8K 0.01% 202
2022
Q4
$251K Buy
+2,508
New +$251K 0.01% 196