Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$290K Sell
11,455
-6,490
-36% -$164K 0.02% 292
2024
Q4
$476K Buy
17,945
+1,209
+7% +$32.1K 0.03% 182
2024
Q3
$484K Sell
16,736
-1,109
-6% -$32.1K 0.03% 179
2024
Q2
$499K Buy
17,845
+2,551
+17% +$71.4K 0.04% 160
2024
Q1
$424K Buy
15,294
+3,718
+32% +$103K 0.04% 161
2023
Q4
$333K Buy
11,576
+932
+9% +$26.8K 0.03% 165
2023
Q3
$353K Sell
10,644
-4,179
-28% -$139K 0.04% 145
2023
Q2
$544K Buy
14,823
+132
+0.9% +$4.84K 0.06% 105
2023
Q1
$599K Sell
14,691
-3,217
-18% -$131K 0.07% 99
2022
Q4
$918K Buy
17,908
+2,644
+17% +$135K 0.11% 81
2022
Q3
$668K Buy
15,264
+5,541
+57% +$242K 0.11% 73
2022
Q2
$510K Buy
9,723
+4,931
+103% +$259K 0.08% 73
2022
Q1
$248K Buy
4,792
+265
+6% +$13.7K 0.03% 106
2021
Q4
$267K Buy
+4,527
New +$267K 0.04% 117