Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
18,895
-450
-2% -$13K 0.17% 112
2025
Q1
$547K Sell
19,345
-1,198
-6% -$33.9K 0.18% 113
2024
Q4
$468K Buy
20,543
+1,148
+6% +$26.1K 0.17% 122
2024
Q3
$427K Sell
19,395
-1,186
-6% -$26.1K 0.16% 129
2024
Q2
$393K Sell
20,581
-1,304
-6% -$24.9K 0.16% 129
2024
Q1
$385K Sell
21,885
-839
-4% -$14.8K 0.17% 121
2023
Q4
$381K Sell
22,724
-1,933
-8% -$32.4K 0.19% 113
2023
Q3
$371K Sell
24,657
-140
-0.6% -$2.11K 0.2% 109
2023
Q2
$396K Buy
24,797
+536
+2% +$8.56K 0.21% 107
2023
Q1
$467K Sell
24,261
-1,255
-5% -$24.2K 0.27% 91
2022
Q4
$470K Sell
25,516
-150
-0.6% -$2.76K 0.29% 89
2022
Q3
$394K Sell
25,666
-272
-1% -$4.18K 0.28% 92
2022
Q2
$544K Sell
25,938
-8,567
-25% -$180K 0.38% 70
2022
Q1
$616K Sell
34,505
-3,258
-9% -$58.2K 0.37% 71
2021
Q4
$702K Buy
+37,763
New +$702K 0.43% 62