Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
3,323
+66
+2% +$10K 0.14% 109
2025
Q1
$478K Sell
3,257
-16
-0.5% -$2.35K 0.17% 101
2024
Q4
$422K Sell
3,273
-149
-4% -$19.2K 0.15% 106
2024
Q3
$468K Buy
3,422
+59
+2% +$8.06K 0.17% 104
2024
Q2
$344K Sell
3,363
-723
-18% -$73.9K 0.13% 124
2024
Q1
$362K Buy
4,086
+49
+1% +$4.35K 0.15% 113
2023
Q4
$369K Sell
4,037
-847
-17% -$77.4K 0.17% 104
2023
Q3
$382K Buy
4,884
+397
+9% +$31.1K 0.2% 90
2023
Q2
$376K Buy
4,487
+119
+3% +$9.96K 0.19% 85
2023
Q1
$384K Buy
4,368
+907
+26% +$79.7K 0.21% 90
2022
Q4
$347K Sell
3,461
-30
-0.9% -$3.01K 0.2% 91
2022
Q3
$322K Hold
3,491
0.22% 87
2022
Q2
$378K Sell
3,491
-335
-9% -$36.3K 0.24% 74
2022
Q1
$476K Buy
3,826
+133
+4% +$16.5K 0.26% 70
2021
Q4
$549K Buy
+3,693
New +$549K 0.28% 64