Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
2,587
-433
-14% -$58.9K 0.04% 144
2025
Q1
$401K Sell
3,020
-288
-9% -$38.2K 0.05% 140
2024
Q4
$374K Buy
3,308
+660
+25% +$74.7K 0.05% 139
2024
Q3
$301K Sell
2,648
-28
-1% -$3.18K 0.04% 141
2024
Q2
$278K Buy
2,676
+4
+0.1% +$416 0.04% 139
2024
Q1
$304K Sell
2,672
-127
-5% -$14.4K 0.04% 141
2023
Q4
$308K Sell
2,799
-250
-8% -$27.5K 0.05% 138
2023
Q3
$295K Sell
3,049
-56
-2% -$5.42K 0.05% 135
2023
Q2
$338K Buy
+3,105
New +$338K 0.06% 132