Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
3,810
-183
-5% -$12.9K 0.02% 257
2025
Q1
$293K Buy
3,993
+94
+2% +$6.89K 0.02% 255
2024
Q4
$244K Sell
3,899
-638
-14% -$40K 0.02% 271
2024
Q3
$299K Buy
4,537
+420
+10% +$27.7K 0.02% 253
2024
Q2
$297K Hold
4,117
0.03% 244
2024
Q1
$276K Sell
4,117
-373
-8% -$25K 0.02% 252
2023
Q4
$295K Buy
4,490
+445
+11% +$29.3K 0.02% 249
2023
Q3
$260K Buy
4,045
+178
+5% +$11.5K 0.02% 268
2023
Q2
$233K Buy
3,867
+58
+2% +$3.5K 0.02% 316
2023
Q1
$219K Sell
3,809
-238
-6% -$13.7K 0.02% 326
2022
Q4
$230K Buy
+4,047
New +$230K 0.02% 311