Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
71,790
+3,186
+5% +$34.6K 0.03% 291
2025
Q1
$688K Buy
68,604
+6,410
+10% +$64.3K 0.06% 216
2024
Q4
$616K Sell
62,194
-7,203
-10% -$71.3K 0.13% 104
2024
Q3
$733K Buy
69,397
+1,209
+2% +$12.8K 0.17% 89
2024
Q2
$855K Sell
68,188
-3,653
-5% -$45.8K 0.21% 76
2024
Q1
$954K Buy
71,841
+538
+0.8% +$7.15K 0.25% 65
2023
Q4
$869K Sell
71,303
-1,127
-2% -$13.7K 0.13% 110
2023
Q3
$900K Buy
72,430
+6,210
+9% +$77.1K 0.14% 102
2023
Q2
$1M Buy
66,220
+51,722
+357% +$783K 0.16% 101
2023
Q1
$183K Buy
14,498
+4,450
+44% +$56.1K 0.05% 132
2022
Q4
$117K Buy
+10,048
New +$117K 0.05% 91
2020
Q2
Sell
-4,809
Closed -$23K 157
2020
Q1
$23K Buy
+4,809
New +$23K 0.02% 149