Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
2,127
-78
-4% -$23.7K 0.39% 42
2025
Q1
$592K Buy
2,205
+54
+3% +$14.5K 0.4% 47
2024
Q4
$530K Sell
2,151
-43
-2% -$10.6K 0.34% 56
2024
Q3
$503K Buy
2,194
+39
+2% +$8.94K 0.33% 60
2024
Q2
$435K Sell
2,155
-9
-0.4% -$1.82K 0.32% 61
2024
Q1
$422K Buy
2,164
+69
+3% +$13.5K 0.32% 67
2023
Q4
$324K Buy
2,095
+40
+2% +$6.18K 0.28% 78
2023
Q3
$266K Buy
2,055
+28
+1% +$3.62K 0.28% 83
2023
Q2
$277K Buy
+2,027
New +$277K 0.32% 74