Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
6,097
-593
-9% -$44.1K 0.05% 266
2025
Q1
$437K Sell
6,690
-171
-2% -$11.2K 0.05% 256
2024
Q4
$586K Buy
6,861
+77
+1% +$6.57K 0.06% 231
2024
Q3
$529K Sell
6,784
-335
-5% -$26.1K 0.07% 221
2024
Q2
$413K Sell
7,119
-5
-0.1% -$290 0.06% 240
2024
Q1
$477K Buy
7,124
+2,926
+70% +$196K 0.07% 233
2023
Q4
$258K Sell
4,198
-3,547
-46% -$218K 0.04% 285
2023
Q3
$453K Buy
7,745
+2,265
+41% +$132K 0.07% 243
2023
Q2
$366K Sell
5,480
-683
-11% -$45.6K 0.05% 270
2023
Q1
$468K Buy
+6,163
New +$468K 0.07% 240