Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
19,711
-631
-3% -$14.1K 0.12% 157
2025
Q1
$462K Buy
20,342
+31
+0.2% +$704 0.13% 150
2024
Q4
$407K Sell
20,311
-835
-4% -$16.7K 0.12% 159
2024
Q3
$496K Buy
21,146
+55
+0.3% +$1.29K 0.15% 136
2024
Q2
$653K Sell
21,091
-4,369
-17% -$135K 0.21% 105
2024
Q1
$1.12M Buy
25,460
+277
+1% +$12.2K 0.38% 64
2023
Q4
$1.27M Buy
25,183
+4,054
+19% +$204K 0.47% 52
2023
Q3
$751K Buy
21,129
+4,417
+26% +$157K 0.34% 69
2023
Q2
$559K Sell
16,712
-2,321
-12% -$77.6K 0.25% 93
2023
Q1
$622K Sell
19,033
-986
-5% -$32.2K 0.32% 79
2022
Q4
$529K Sell
20,019
-1,939
-9% -$51.2K 0.28% 90
2022
Q3
$566K Sell
21,958
-395
-2% -$10.2K 0.33% 77
2022
Q2
$836K Buy
22,353
+394
+2% +$14.7K 0.46% 57
2022
Q1
$1.09M Sell
21,959
-3,947
-15% -$196K 0.52% 51
2021
Q4
$1.33M Buy
+25,906
New +$1.33M 0.67% 40