Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
1,474
-22
-1% -$6.14K 0.27% 69
2025
Q1
$466K Sell
1,496
-32
-2% -$9.97K 0.32% 55
2024
Q4
$398K Sell
1,528
-3
-0.2% -$782 0.26% 68
2024
Q3
$493K Buy
1,531
+35
+2% +$11.3K 0.35% 56
2024
Q2
$467K Buy
1,496
+73
+5% +$22.8K 0.36% 50
2024
Q1
$405K Sell
1,423
-19
-1% -$5.4K 0.34% 69
2023
Q4
$415K Sell
1,442
-61
-4% -$17.6K 0.34% 66
2023
Q3
$404K Buy
1,503
+9
+0.6% +$2.42K 0.38% 60
2023
Q2
$332K Buy
1,494
+53
+4% +$11.8K 0.3% 73
2023
Q1
$348K Sell
1,441
-225
-14% -$54.4K 0.37% 64
2022
Q4
$438K Buy
+1,666
New +$438K 0.53% 50