Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
5,296
+773
+17% +$42K 0.04% 344
2025
Q1
$228K Sell
4,523
-1,145
-20% -$57.7K 0.04% 357
2024
Q4
$257K Sell
5,668
-4,103
-42% -$186K 0.04% 341
2024
Q3
$464K Sell
9,771
-531
-5% -$25.2K 0.07% 245
2024
Q2
$471K Buy
10,302
+473
+5% +$21.6K 0.08% 230
2024
Q1
$425K Buy
9,829
+84
+0.9% +$3.64K 0.08% 229
2023
Q4
$377K Sell
9,745
-273
-3% -$10.6K 0.08% 240
2023
Q3
$338K Buy
10,018
+398
+4% +$13.4K 0.08% 244
2023
Q2
$318K Buy
9,620
+379
+4% +$12.5K 0.07% 248
2023
Q1
$300K Sell
9,241
-2
-0% -$65 0.07% 264
2022
Q4
$272K Buy
+9,243
New +$272K 0.06% 285
2020
Q1
Sell
-8,349
Closed -$217K 255
2019
Q4
$217K Sell
8,349
-1,162
-12% -$30.2K 0.09% 241
2019
Q3
$222K Buy
+9,511
New +$222K 0.1% 226