Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Sell
4,460
-50
-1% -$7.12K 0.08% 182
2025
Q1
$690K Buy
4,510
+129
+3% +$19.7K 0.1% 177
2024
Q4
$655K Buy
4,381
+40
+0.9% +$5.98K 0.09% 179
2024
Q3
$712K Buy
4,341
+345
+9% +$56.6K 0.1% 172
2024
Q2
$554K Sell
3,996
-49
-1% -$6.79K 0.08% 185
2024
Q1
$558K Sell
4,045
-25
-0.6% -$3.45K 0.08% 187
2023
Q4
$426K Buy
4,070
+905
+29% +$94.8K 0.07% 193
2023
Q3
$299K Buy
3,165
+1,870
+144% +$177K 0.05% 202
2023
Q2
$130K Sell
1,295
-15
-1% -$1.51K 0.02% 253
2023
Q1
$106K Sell
1,310
-40
-3% -$3.24K 0.02% 256
2022
Q4
$101K Sell
1,350
-105
-7% -$7.84K 0.02% 261
2022
Q3
$120K Sell
1,455
-15
-1% -$1.24K 0.02% 246
2022
Q2
$118K Sell
1,470
-100
-6% -$8.03K 0.02% 245
2022
Q1
$178K Buy
1,570
+395
+34% +$44.8K 0.03% 233
2021
Q4
$132K Buy
1,175
+350
+42% +$39.3K 0.02% 247
2021
Q3
$96K Buy
825
+525
+175% +$61.1K 0.02% 265
2021
Q2
$36K Buy
+300
New +$36K 0.01% 331