Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Sell
10,334
-1,236
-11% -$59.4K 0.01% 814
2025
Q1
$562K Buy
11,570
+955
+9% +$46.4K 0.01% 702
2024
Q4
$518K Sell
10,615
-949
-8% -$46.3K 0.01% 742
2024
Q3
$718K Sell
11,564
-401
-3% -$24.9K 0.02% 589
2024
Q2
$683K Sell
11,965
-30
-0.3% -$1.71K 0.02% 576
2024
Q1
$692K Buy
11,995
+144
+1% +$8.31K 0.02% 578
2023
Q4
$810K Sell
11,851
-8
-0.1% -$547 0.03% 520
2023
Q3
$675K Sell
11,859
-428
-3% -$24.3K 0.03% 470
2023
Q2
$733K Sell
12,287
-1,446
-11% -$86.3K 0.04% 490
2023
Q1
$871K Buy
13,733
+2,571
+23% +$163K 0.05% 369
2022
Q4
$693K Buy
11,162
+1,022
+10% +$63.4K 0.05% 405
2022
Q3
$507K Buy
+10,140
New +$507K 0.04% 437