Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$835K Buy
2,991
+24
+0.8% +$6.7K 0.36% 62
2025
Q1
$924K Sell
2,967
-41
-1% -$12.8K 0.46% 49
2024
Q4
$784K Buy
3,008
+325
+12% +$84.7K 0.41% 50
2024
Q3
$865K Hold
2,683
0.46% 49
2024
Q2
$838K Sell
2,683
-19
-0.7% -$5.94K 0.52% 40
2024
Q1
$768K Sell
2,702
-99
-4% -$28.1K 0.48% 40
2023
Q4
$807K Buy
2,801
+1
+0% +$288 0.77% 34
2023
Q3
$753K Sell
2,800
-200
-7% -$53.8K 0.83% 31
2023
Q2
$675K Buy
3,000
+343
+13% +$77.2K 0.71% 33
2023
Q1
$702K Hold
2,657
0.76% 33
2022
Q4
$702K Buy
+2,657
New +$702K 0.76% 33