Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
4,785
+28
+0.6% +$2.74K 0.08% 64
2025
Q1
$418K Sell
4,757
-26
-0.5% -$2.28K 0.08% 62
2024
Q4
$432K Sell
4,783
-285
-6% -$25.7K 0.09% 60
2024
Q3
$409K Buy
5,068
+781
+18% +$63.1K 0.08% 59
2024
Q2
$290K Buy
4,287
+43
+1% +$2.91K 0.07% 58
2024
Q1
$255K Sell
4,244
-586
-12% -$35.3K 0.07% 57
2023
Q4
$254K Buy
4,830
+3
+0.1% +$158 0.08% 52
2023
Q3
$257K Sell
4,827
-336
-7% -$17.9K 0.1% 50
2023
Q2
$271K Buy
5,163
+333
+7% +$17.5K 0.12% 45
2023
Q1
$237K Buy
4,830
+117
+2% +$5.75K 0.11% 40
2022
Q4
$223K Buy
+4,713
New +$223K 0.12% 33