Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
5,855
+457
+8% +$32.2K 0.02% 493
2025
Q1
$396K Buy
5,398
+45
+0.8% +$3.3K 0.02% 489
2024
Q4
$335K Sell
5,353
-950
-15% -$59.5K 0.01% 516
2024
Q3
$416K Sell
6,303
-290
-4% -$19.1K 0.02% 466
2024
Q2
$476K Sell
6,593
-593
-8% -$42.8K 0.02% 420
2024
Q1
$482K Sell
7,186
-208
-3% -$13.9K 0.02% 417
2023
Q4
$487K Sell
7,394
-683
-8% -$44.9K 0.02% 409
2023
Q3
$520K Sell
8,077
-142
-2% -$9.14K 0.03% 379
2023
Q2
$496K Sell
8,219
-180
-2% -$10.9K 0.03% 402
2023
Q1
$483K Sell
8,399
-1,235
-13% -$71.1K 0.03% 356
2022
Q4
$549K Sell
9,634
-709
-7% -$40.4K 0.04% 331
2022
Q3
$515K Sell
10,343
-2,103
-17% -$105K 0.04% 328
2022
Q2
$651K Buy
+12,446
New +$651K 0.04% 305