Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Buy
308
+20
+7% +$10.6K 0.04% 217
2025
Q1
$106K Sell
288
-3
-1% -$1.11K 0.03% 250
2024
Q4
$132K Sell
291
-10
-3% -$4.54K 0.04% 241
2024
Q3
$130K Sell
301
-167
-36% -$71.9K 0.04% 256
2024
Q2
$171K Sell
468
-63
-12% -$23K 0.05% 229
2024
Q1
$186K Sell
531
-11
-2% -$3.85K 0.07% 241
2023
Q4
$117K Sell
542
-31
-5% -$6.68K 0.05% 285
2023
Q3
$121K Sell
573
-8
-1% -$1.68K 0.04% 305
2023
Q2
$107K Sell
581
-22
-4% -$4.07K 0.03% 334
2023
Q1
$98K Buy
603
+10
+2% +$1.63K 0.03% 357
2022
Q4
$88K Buy
+593
New +$88K 0.02% 380