Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Sell
11,260
-199
-2% -$14.8K 0.01% 322
2025
Q1
$721K Buy
11,459
+358
+3% +$22.5K 0.01% 321
2024
Q4
$632K Sell
11,101
-1,706
-13% -$97.2K 0.01% 322
2024
Q3
$691K Buy
12,807
+2,174
+20% +$117K 0.01% 356
2024
Q2
$613K Buy
10,633
+654
+7% +$37.7K 0.01% 317
2024
Q1
$575K Sell
9,979
-209
-2% -$12.1K 0.01% 254
2023
Q4
$522K Buy
10,188
+168
+2% +$8.61K 0.01% 238
2023
Q3
$574K Buy
10,020
+515
+5% +$29.5K 0.01% 227
2023
Q2
$574K Sell
9,505
-781
-8% -$47.2K 0.01% 209
2023
Q1
$605K Sell
10,286
-27
-0.3% -$1.59K 0.01% 255
2022
Q4
$589K Buy
10,313
+607
+6% +$34.7K 0.01% 231
2022
Q3
$525K Buy
9,706
+165
+2% +$8.93K 0.01% 201
2022
Q2
$548K Buy
+9,541
New +$548K 0.01% 182