Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
2,281
-527
-19% -$147K 0.01% 379
2025
Q1
$875K Buy
2,808
+422
+18% +$131K 0.01% 264
2024
Q4
$622K Sell
2,386
-1,296
-35% -$338K 0.01% 327
2024
Q3
$1.15M Buy
3,682
+1,166
+46% +$364K 0.02% 245
2024
Q2
$715K Buy
2,516
+972
+63% +$276K 0.01% 275
2024
Q1
$439K Sell
1,544
-768
-33% -$218K 0.01% 296
2023
Q4
$621K Sell
2,312
-184
-7% -$49.4K 0.01% 214
2023
Q3
$554K Buy
2,496
+359
+17% +$79.7K 0.01% 235
2023
Q2
$517K Sell
2,137
-439
-17% -$106K 0.01% 224
2023
Q1
$676K Sell
2,576
-102
-4% -$26.8K 0.01% 231
2022
Q4
$604K Sell
2,678
-202
-7% -$45.6K 0.01% 226
2022
Q3
$701K Buy
2,880
+324
+13% +$78.9K 0.01% 176
2022
Q2
$618K Buy
+2,556
New +$618K 0.01% 175