Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
1,649
-16
-1% -$3.34K 0.04% 147
2025
Q1
$362K Sell
1,665
-110
-6% -$23.9K 0.05% 146
2024
Q4
$366K Sell
1,775
-447
-20% -$92.2K 0.05% 142
2024
Q3
$331K Buy
2,222
+164
+8% +$24.4K 0.05% 134
2024
Q2
$335K Sell
2,058
-164
-7% -$26.7K 0.05% 128
2024
Q1
$331K Sell
2,222
-62
-3% -$9.23K 0.05% 135
2023
Q4
$294K Sell
2,284
-349
-13% -$44.9K 0.05% 144
2023
Q3
$277K Sell
2,633
-84
-3% -$8.84K 0.05% 139
2023
Q2
$283K Buy
+2,717
New +$283K 0.05% 144