Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Sell
767
-133
-15% -$105K 0.16% 114
2025
Q1
$553K Buy
900
+46
+5% +$28.3K 0.17% 116
2024
Q4
$537K Buy
854
+36
+4% +$22.6K 0.15% 116
2024
Q3
$508K Buy
818
+23
+3% +$14.3K 0.15% 118
2024
Q2
$522K Sell
795
-15
-2% -$9.86K 0.16% 110
2024
Q1
$527K Sell
810
-63
-7% -$41K 0.15% 109
2023
Q4
$546K Buy
873
+42
+5% +$26.3K 0.17% 99
2023
Q3
$425K Sell
831
-2
-0.2% -$1.02K 0.14% 109
2023
Q2
$382K Buy
833
+30
+4% +$13.7K 0.13% 119
2023
Q1
$358K Buy
803
+28
+4% +$12.5K 0.12% 121
2022
Q4
$301K Buy
775
+13
+2% +$5.06K 0.12% 140
2022
Q3
$293K Buy
762
+1
+0.1% +$385 0.13% 126
2022
Q2
$251 Buy
761
+245
+47% +$81 0.07% 99
2022
Q1
$256K Buy
516
+140
+37% +$69.5K 0.12% 130
2021
Q4
$242K Buy
+376
New +$242K 0.1% 141