Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
2,419
+341
+16% +$33.6K 0.15% 27
2025
Q1
$217K Buy
+2,078
New +$217K 0.14% 28
2024
Q4
Sell
-1,373
Closed -$214K 31
2024
Q3
$214K Sell
1,373
-9
-0.7% -$1.4K 0.13% 28
2024
Q2
$205K Sell
1,382
-5
-0.4% -$740 0.14% 26
2024
Q1
$246K Sell
1,387
-630
-31% -$112K 0.17% 26
2023
Q4
$287K Sell
2,017
-31
-2% -$4.42K 0.2% 25
2023
Q3
$226K Sell
2,048
-557
-21% -$61.6K 0.19% 24
2023
Q2
$344K Buy
2,605
+1,085
+71% +$143K 0.26% 30
2023
Q1
$252K Sell
1,520
-206
-12% -$34.1K 0.17% 28
2022
Q4
$257K Buy
1,726
+276
+19% +$41.1K 0.21% 28
2022
Q3
$215K Buy
+1,450
New +$215K 0.18% 26