Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
9,615
-633
-6% -$34.4K 0.06% 283
2025
Q1
$517K Sell
10,248
-182
-2% -$9.18K 0.06% 270
2024
Q4
$474K Buy
10,430
+491
+5% +$22.3K 0.06% 271
2024
Q3
$472K Buy
9,939
+111
+1% +$5.27K 0.06% 275
2024
Q2
$451K Buy
9,828
+572
+6% +$26.2K 0.06% 267
2024
Q1
$401K Buy
9,256
+451
+5% +$19.5K 0.05% 323
2023
Q4
$349K Buy
8,805
+28
+0.3% +$1.11K 0.05% 339
2023
Q3
$296K Buy
8,777
+319
+4% +$10.8K 0.05% 353
2023
Q2
$283K Sell
8,458
-424
-5% -$14.2K 0.04% 391
2023
Q1
$288K Buy
8,882
+112
+1% +$3.63K 0.05% 375
2022
Q4
$243K Buy
+8,770
New +$243K 0.04% 407