Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
1,849
+48
+3% +$13.9K 0.24% 60
2025
Q1
$544K Sell
1,801
-33
-2% -$9.97K 0.27% 56
2024
Q4
$489K Buy
1,834
+56
+3% +$14.9K 0.23% 64
2024
Q3
$513K Sell
1,778
-49
-3% -$14.1K 0.25% 62
2024
Q2
$466K Sell
1,827
-774
-30% -$197K 0.25% 66
2024
Q1
$674K Sell
2,601
-62
-2% -$16.1K 0.38% 59
2023
Q4
$602K Sell
2,663
-159
-6% -$35.9K 0.36% 54
2023
Q3
$587K Buy
2,822
+2
+0.1% +$416 0.39% 56
2023
Q2
$543K Buy
+2,820
New +$543K 0.35% 60