Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.1K Sell
2,273
-55
-2% -$1.96K 0.01% 268
2025
Q1
$85.9K Sell
2,328
-1,251
-35% -$46.2K 0.01% 265
2024
Q4
$134K Sell
3,579
-2,685
-43% -$101K 0.02% 225
2024
Q3
$272K Buy
6,264
+756
+14% +$32.8K 0.04% 145
2024
Q2
$216K Sell
5,508
-756
-12% -$29.6K 0.03% 152
2024
Q1
$272K Sell
6,264
-441
-7% -$19.1K 0.04% 146
2023
Q4
$294K Sell
6,705
-1,316
-16% -$57.7K 0.05% 143
2023
Q3
$356K Buy
8,021
+6
+0.1% +$266 0.06% 131
2023
Q2
$333K Buy
+8,015
New +$333K 0.06% 135