Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
4,638
-15
-0.3% -$1.19K 0.1% 163
2025
Q1
$418K Sell
4,653
-684
-13% -$61.4K 0.13% 142
2024
Q4
$531K Sell
5,337
-233
-4% -$23.2K 0.16% 115
2024
Q3
$633K Buy
5,570
+172
+3% +$19.5K 0.19% 101
2024
Q2
$690K Sell
5,398
-169
-3% -$21.6K 0.23% 90
2024
Q1
$735K Sell
5,567
-454
-8% -$59.9K 0.26% 81
2023
Q4
$656K Buy
6,021
+179
+3% +$19.5K 0.27% 82
2023
Q3
$601K Sell
5,842
-13
-0.2% -$1.34K 0.27% 87
2023
Q2
$676K Buy
5,855
+3
+0.1% +$346 0.29% 74
2023
Q1
$623K Buy
5,852
+354
+6% +$37.7K 0.29% 80
2022
Q4
$610K Buy
+5,498
New +$610K 0.32% 76