Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
1,537
-143
-9% -$26.2K 0.03% 325
2025
Q1
$295K Sell
1,680
-338
-17% -$59.4K 0.03% 304
2024
Q4
$379K Buy
2,018
+391
+24% +$73.4K 0.04% 287
2024
Q3
$312K Sell
1,627
-12
-0.7% -$2.3K 0.04% 279
2024
Q2
$296K Sell
1,639
-110
-6% -$19.9K 0.04% 278
2024
Q1
$310K Buy
1,749
+3
+0.2% +$532 0.04% 276
2023
Q4
$269K Buy
1,746
+46
+3% +$7.08K 0.04% 277
2023
Q3
$237K Buy
1,700
+8
+0.5% +$1.12K 0.04% 302
2023
Q2
$250K Hold
1,692
0.04% 307
2023
Q1
$257K Buy
+1,692
New +$257K 0.04% 300