Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
19,882
-1,630
-8% -$48.8K 0.01% 398
2025
Q1
$727K Sell
21,512
-2,360
-10% -$79.7K 0.01% 319
2024
Q4
$706K Buy
23,872
+1,571
+7% +$46.4K 0.01% 287
2024
Q3
$805K Buy
22,301
+8,922
+67% +$322K 0.01% 321
2024
Q2
$504K Buy
13,379
+3,747
+39% +$141K 0.01% 377
2024
Q1
$363K Sell
9,632
-3,220
-25% -$121K 0.01% 341
2023
Q4
$497K Sell
12,852
-7,642
-37% -$296K 0.01% 244
2023
Q3
$723K Buy
20,494
+9,814
+92% +$346K 0.01% 200
2023
Q2
$406K Sell
10,680
-4,844
-31% -$184K 0.01% 257
2023
Q1
$543K Sell
15,524
-21,533
-58% -$753K 0.01% 276
2022
Q4
$1.06M Buy
37,057
+20,673
+126% +$590K 0.02% 172
2022
Q3
$465K Buy
16,384
+1,921
+13% +$54.5K 0.01% 211
2022
Q2
$425K Buy
+14,463
New +$425K 0.01% 216