Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
2,487
+54
+2% +$11.3K 0.03% 228
2025
Q1
$415K Sell
2,433
-414
-15% -$70.6K 0.03% 241
2024
Q4
$504K Sell
2,847
-196
-6% -$34.7K 0.03% 224
2024
Q3
$463K Buy
3,043
+162
+6% +$24.6K 0.03% 225
2024
Q2
$524K Sell
2,881
-228
-7% -$41.5K 0.04% 187
2024
Q1
$600K Sell
3,109
-374
-11% -$72.2K 0.04% 206
2023
Q4
$908K Hold
3,483
0.07% 160
2023
Q3
$668K Buy
3,483
+74
+2% +$14.2K 0.06% 186
2023
Q2
$720K Sell
3,409
-187
-5% -$39.5K 0.06% 184
2023
Q1
$764K Buy
3,596
+150
+4% +$31.9K 0.07% 177
2022
Q4
$656K Sell
3,446
-290
-8% -$55.2K 0.06% 194
2022
Q3
$453K Buy
+3,736
New +$453K 0.05% 220