Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
5,625
+152
+3% +$7.66K 0.21% 141
2025
Q1
$249K Sell
5,473
-64
-1% -$2.91K 0.17% 157
2024
Q4
$263K Sell
5,537
-31
-0.6% -$1.47K 0.18% 150
2024
Q3
$255K Sell
5,568
-98
-2% -$4.5K 0.19% 142
2024
Q2
$260K Sell
5,666
-67
-1% -$3.07K 0.19% 142
2024
Q1
$227K Sell
5,733
-228
-4% -$9.04K 0.17% 145
2023
Q4
$201K Sell
5,961
-365
-6% -$12.3K 0.16% 157
2023
Q3
$211K Buy
6,326
+42
+0.7% +$1.4K 0.15% 161
2023
Q2
$204K Hold
6,284
0.16% 160
2023
Q1
$204K Buy
+6,284
New +$204K 0.16% 160