Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
5,165
+146
+3% +$10.4K 0.1% 164
2025
Q1
$319K Buy
5,019
+379
+8% +$24.1K 0.1% 174
2024
Q4
$351K Sell
4,640
-209
-4% -$15.8K 0.11% 151
2024
Q3
$429K Buy
4,849
+709
+17% +$62.7K 0.13% 131
2024
Q2
$318K Buy
4,140
+4
+0.1% +$307 0.11% 156
2024
Q1
$389K Sell
4,136
-317
-7% -$29.8K 0.14% 137
2023
Q4
$484K Sell
4,453
-193
-4% -$21K 0.2% 106
2023
Q3
$444K Sell
4,646
-87
-2% -$8.32K 0.2% 115
2023
Q2
$522K Buy
4,733
+416
+10% +$45.9K 0.23% 97
2023
Q1
$529K Buy
4,317
+212
+5% +$26K 0.24% 93
2022
Q4
$480K Buy
+4,105
New +$480K 0.25% 94