Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$982K Buy
33,937
+347
+1% +$10K 0.31% 62
2025
Q1
$950K Sell
33,590
-638
-2% -$18K 0.33% 58
2024
Q4
$779K Sell
34,228
-497
-1% -$11.3K 0.28% 63
2024
Q3
$764K Buy
34,725
+102
+0.3% +$2.24K 0.28% 66
2024
Q2
$662K Sell
34,623
-1,671
-5% -$31.9K 0.31% 63
2024
Q1
$639K Sell
36,294
-6,196
-15% -$109K 0.34% 58
2023
Q4
$713K Sell
42,490
-12,010
-22% -$202K 0.49% 47
2023
Q3
$819K Sell
54,500
-2,424
-4% -$36.4K 0.6% 43
2023
Q2
$908K Buy
56,924
+1,012
+2% +$16.1K 0.71% 38
2023
Q1
$1.08M Buy
55,912
+975
+2% +$18.8K 0.9% 34
2022
Q4
$1.01M Buy
+54,937
New +$1.01M 0.9% 32