Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Sell
6,327
-2
-0% -$149 0.16% 70
2025
Q1
$413K Buy
6,329
+625
+11% +$40.8K 0.16% 69
2024
Q4
$487K Buy
5,704
+637
+13% +$54.4K 0.19% 58
2024
Q3
$395K Sell
5,067
-76
-1% -$5.93K 0.15% 67
2024
Q2
$298K Sell
5,143
-22
-0.4% -$1.28K 0.12% 77
2024
Q1
$346K Buy
5,165
+1,428
+38% +$95.7K 0.14% 64
2023
Q4
$229K Sell
3,737
-569
-13% -$34.9K 0.1% 75
2023
Q3
$252K Sell
4,306
-136
-3% -$7.95K 0.12% 69
2023
Q2
$296K Buy
+4,442
New +$296K 0.14% 65