Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2,726
+1
+0% +$136 0.24% 98
2025
Q1
$361K Sell
2,725
-83
-3% -$11K 0.24% 99
2024
Q4
$318K Sell
2,808
-7
-0.2% -$792 0.22% 109
2024
Q3
$321K Buy
2,815
+36
+1% +$4.11K 0.2% 122
2024
Q2
$289K Buy
2,779
+1
+0% +$104 0.2% 118
2024
Q1
$316K Buy
2,778
+115
+4% +$13.1K 0.22% 115
2023
Q4
$293K Sell
2,663
-49
-2% -$5.39K 0.23% 109
2023
Q3
$263K Sell
2,712
-124
-4% -$12K 0.23% 115
2023
Q2
$309K Sell
2,836
-43
-1% -$4.69K 0.26% 103
2023
Q1
$292K Sell
2,879
-18
-0.6% -$1.82K 0.26% 99
2022
Q4
$318K Sell
2,897
-38
-1% -$4.17K 0.31% 88
2022
Q3
$284K Buy
2,935
+191
+7% +$18.5K 0.31% 83
2022
Q2
$298K Buy
2,744
+42
+2% +$4.56K 0.33% 85
2022
Q1
$320K Hold
2,702
0.32% 85
2021
Q4
$380K Buy
+2,702
New +$380K 0.39% 69