Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
13,775
+2,579
+23% +$182K 0.06% 152
2025
Q1
$820K Buy
11,196
+2,005
+22% +$147K 0.05% 167
2024
Q4
$576K Sell
9,191
-435
-5% -$27.3K 0.04% 191
2024
Q3
$633K Sell
9,626
-3,245
-25% -$213K 0.04% 180
2024
Q2
$929K Sell
12,871
-2,063
-14% -$149K 0.07% 121
2024
Q1
$1M Sell
14,934
-589
-4% -$39.5K 0.07% 120
2023
Q4
$1.02M Buy
15,523
+1,109
+8% +$73K 0.08% 124
2023
Q3
$928K Sell
14,414
-315
-2% -$20.3K 0.09% 123
2023
Q2
$889K Buy
14,729
+80
+0.5% +$4.83K 0.07% 151
2023
Q1
$843K Buy
14,649
+224
+2% +$12.9K 0.07% 152
2022
Q4
$822K Sell
14,425
-1,780
-11% -$101K 0.07% 163
2022
Q3
$806K Buy
16,205
+4,790
+42% +$238K 0.08% 143
2022
Q2
$597K Buy
+11,415
New +$597K 0.06% 193