Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
1,407
-130
-8% -$23.5K 0.02% 401
2025
Q1
$265K Buy
1,537
+209
+16% +$36K 0.02% 358
2024
Q4
$239K Sell
1,328
-48
-3% -$8.65K 0.02% 356
2024
Q3
$236K Buy
1,376
+8
+0.6% +$1.37K 0.02% 368
2024
Q2
$228K Sell
1,368
-32
-2% -$5.34K 0.02% 333
2024
Q1
$256K Sell
1,400
-111
-7% -$20.3K 0.03% 297
2023
Q4
$249K Sell
1,511
-50
-3% -$8.25K 0.03% 278
2023
Q3
$231K Buy
1,561
+32
+2% +$4.73K 0.03% 268
2023
Q2
$248K Buy
+1,529
New +$248K 0.03% 251