Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
3,156
-30
-0.9% -$6.79K 0.29% 48
2025
Q1
$529K Buy
3,186
+190
+6% +$31.5K 0.23% 59
2024
Q4
$592K Sell
2,996
-439
-13% -$86.7K 0.26% 52
2024
Q3
$596K Buy
3,435
+211
+7% +$36.6K 0.26% 53
2024
Q2
$560K Buy
3,224
+138
+4% +$24K 0.26% 59
2024
Q1
$420K Buy
3,086
+1
+0% +$136 0.2% 70
2023
Q4
$321K Buy
3,085
+6
+0.2% +$624 0.17% 84
2023
Q3
$268K Sell
3,079
-70
-2% -$6.08K 0.16% 87
2023
Q2
$318K Sell
3,149
-93
-3% -$9.39K 0.19% 77
2023
Q1
$302K Buy
+3,242
New +$302K 0.19% 77