Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
1,924
+22
+1% +$1.66K 0.03% 229
2025
Q1
$124K Buy
1,902
+16
+0.8% +$1.04K 0.03% 230
2024
Q4
$161K Buy
1,886
+116
+7% +$9.9K 0.05% 225
2024
Q3
$138K Sell
1,770
-344
-16% -$26.8K 0.04% 246
2024
Q2
$123K Sell
2,114
-234
-10% -$13.6K 0.04% 253
2024
Q1
$157K Sell
2,348
-5
-0.2% -$335 0.06% 259
2023
Q4
$144K Sell
2,353
-383
-14% -$23.5K 0.06% 258
2023
Q3
$160K Buy
2,736
+12
+0.4% +$702 0.05% 267
2023
Q2
$182K Sell
2,724
-2,038
-43% -$136K 0.05% 257
2023
Q1
$362K Sell
4,762
-107
-2% -$8.13K 0.1% 179
2022
Q4
$347K Buy
+4,869
New +$347K 0.1% 177