Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
971
-113
-10% -$39.7K 0.06% 236
2025
Q1
$343K Buy
1,084
+39
+4% +$12.3K 0.07% 234
2024
Q4
$352K Sell
1,045
-163
-13% -$55K 0.07% 223
2024
Q3
$385K Sell
1,208
-257
-18% -$81.9K 0.08% 222
2024
Q2
$471K Sell
1,465
-108
-7% -$34.7K 0.1% 192
2024
Q1
$546K Sell
1,573
-111
-7% -$38.5K 0.13% 174
2023
Q4
$611K Sell
1,684
-108
-6% -$39.2K 0.16% 139
2023
Q3
$533K Sell
1,792
-1,818
-50% -$541K 0.16% 140
2023
Q2
$1.1M Buy
3,610
+1,862
+107% +$567K 0.18% 123
2023
Q1
$582K Buy
1,748
+289
+20% +$96.2K 0.18% 127
2022
Q4
$352K Buy
+1,459
New +$352K 0.15% 150