Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Buy
45,135
+11,954
+36% +$130K 0.02% 269
2025
Q1
$333K Buy
33,181
+1,791
+6% +$18K 0.01% 328
2024
Q4
$311K Sell
31,390
-12,370
-28% -$122K 0.01% 311
2024
Q3
$462K Buy
43,760
+2,466
+6% +$26K 0.02% 248
2024
Q2
$518K Sell
41,294
-5,810
-12% -$72.9K 0.02% 205
2024
Q1
$626K Sell
47,104
-3,154
-6% -$41.9K 0.03% 196
2023
Q4
$613K Buy
50,258
+5,239
+12% +$63.9K 0.03% 186
2023
Q3
$559K Sell
45,019
-9,902
-18% -$123K 0.03% 186
2023
Q2
$831K Buy
54,921
+18,928
+53% +$286K 0.04% 173
2023
Q1
$454K Buy
35,993
+4,602
+15% +$58K 0.03% 190
2022
Q4
$365K Sell
31,391
-1,773
-5% -$20.6K 0.03% 187
2022
Q3
$371K Buy
33,164
+694
+2% +$7.76K 0.03% 182
2022
Q2
$361K Buy
32,470
+1,987
+7% +$22.1K 0.03% 184
2022
Q1
$515K Buy
+30,483
New +$515K 0.03% 174