Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Sell
2,275
-25
-1% -$6.98K 0.2% 103
2025
Q1
$717K Sell
2,300
-75
-3% -$23.4K 0.24% 87
2024
Q4
$619K Sell
2,375
-15
-0.6% -$3.91K 0.22% 98
2024
Q3
$770K Sell
2,390
-25
-1% -$8.06K 0.28% 80
2024
Q2
$755K Sell
2,415
-60
-2% -$18.7K 0.31% 75
2024
Q1
$704K Sell
2,475
-64
-3% -$18.2K 0.31% 77
2023
Q4
$731K Buy
2,539
+14
+0.6% +$4.03K 0.37% 63
2023
Q3
$679K Buy
2,525
+175
+7% +$47.1K 0.37% 65
2023
Q2
$522K Sell
2,350
-44
-2% -$9.77K 0.28% 86
2023
Q1
$579K Sell
2,394
-35
-1% -$8.47K 0.33% 76
2022
Q4
$638K Sell
2,429
-27
-1% -$7.09K 0.39% 69
2022
Q3
$554K Sell
2,456
-50
-2% -$11.3K 0.39% 65
2022
Q2
$610K Sell
2,506
-9
-0.4% -$2.19K 0.43% 62
2022
Q1
$608K Buy
2,515
+150
+6% +$36.3K 0.37% 72
2021
Q4
$532K Buy
+2,365
New +$532K 0.33% 82