Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
1,943
+3
+0.2% +$388 0.02% 414
2025
Q1
$232K Sell
1,940
-20
-1% -$2.39K 0.02% 414
2024
Q4
$227K Buy
1,960
+40
+2% +$4.64K 0.02% 426
2024
Q3
$259K Buy
1,920
+1
+0.1% +$135 0.03% 375
2024
Q2
$260K Sell
1,919
-10
-0.5% -$1.36K 0.04% 349
2024
Q1
$249K Sell
1,929
-26
-1% -$3.36K 0.04% 354
2023
Q4
$224K Buy
+1,955
New +$224K 0.04% 347
2023
Q3
Sell
-2,107
Closed -$237K 354
2023
Q2
$237K Buy
2,107
+1
+0% +$113 0.06% 292
2023
Q1
$220K Buy
2,106
+24
+1% +$2.51K 0.06% 295
2022
Q4
$230K Buy
+2,082
New +$230K 0.08% 230