Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
15,362
+78
+0.5% +$1.75K 0.1% 139
2025
Q1
$347K Sell
15,284
-3,422
-18% -$77.7K 0.12% 124
2024
Q4
$375K Sell
18,706
-6,119
-25% -$123K 0.13% 118
2024
Q3
$582K Sell
24,825
-2,361
-9% -$55.4K 0.21% 91
2024
Q2
$842K Sell
27,186
-1,396
-5% -$43.2K 0.32% 64
2024
Q1
$1.26M Buy
28,582
+1,936
+7% +$85.5K 0.51% 50
2023
Q4
$1.34M Buy
26,646
+1,715
+7% +$86.2K 0.61% 43
2023
Q3
$886K Buy
24,931
+103
+0.4% +$3.66K 0.46% 52
2023
Q2
$830K Sell
24,828
-1,929
-7% -$64.5K 0.43% 53
2023
Q1
$874K Buy
26,757
+1,040
+4% +$34K 0.49% 50
2022
Q4
$680K Sell
25,717
-686
-3% -$18.1K 0.4% 54
2022
Q3
$680K Buy
26,403
+83
+0.3% +$2.14K 0.46% 50
2022
Q2
$985K Sell
26,320
-1,091
-4% -$40.8K 0.63% 36
2022
Q1
$1.36M Buy
27,411
+1,805
+7% +$89.5K 0.74% 34
2021
Q4
$1.32M Buy
+25,606
New +$1.32M 0.68% 35