Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
1,869
-3
-0.2% -$211 0.04% 285
2025
Q1
$137K Buy
1,872
+197
+12% +$14.4K 0.04% 266
2024
Q4
$105K Sell
1,675
-150
-8% -$9.4K 0.03% 304
2024
Q3
$120K Buy
1,825
+113
+7% +$7.45K 0.03% 280
2024
Q2
$124K Sell
1,712
-28
-2% -$2.02K 0.04% 249
2024
Q1
$117K Sell
1,740
-539
-24% -$36.1K 0.03% 263
2023
Q4
$150K Buy
2,279
+57
+3% +$3.75K 0.05% 224
2023
Q3
$143K Hold
2,222
0.05% 216
2023
Q2
$134K Hold
2,222
0.05% 229
2023
Q1
$128K Buy
2,222
+27
+1% +$1.55K 0.05% 226
2022
Q4
$125K Sell
2,195
-183
-8% -$10.4K 0.05% 224
2022
Q3
$118K Buy
+2,378
New +$118K 0.05% 215