Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
3,309
+10
+0.3% +$704 0.09% 91
2025
Q1
$242K Buy
3,299
+9
+0.3% +$660 0.09% 87
2024
Q4
$206K Buy
3,290
+11
+0.3% +$689 0.07% 99
2024
Q3
$216K Buy
3,279
+9
+0.3% +$594 0.09% 101
2024
Q2
$236K Sell
3,270
-3,219
-50% -$232K 0.1% 101
2024
Q1
$435K Buy
6,489
+25
+0.4% +$1.68K 0.3% 56
2023
Q4
$425K Sell
6,464
-3,191
-33% -$210K 0.32% 57
2023
Q3
$622K Buy
9,655
+209
+2% +$13.5K 0.45% 41
2023
Q2
$570K Buy
9,446
+8
+0.1% +$483 0.42% 40
2023
Q1
$543K Buy
9,438
+9
+0.1% +$518 0.51% 33
2022
Q4
$537K Sell
9,429
-5,905
-39% -$336K 0.47% 35
2022
Q3
$763K Buy
15,334
+8
+0.1% +$398 0.7% 28
2022
Q2
$801K Sell
15,326
-1,692
-10% -$88.4K 0.67% 25
2022
Q1
$935K Buy
+17,018
New +$935K 0.64% 24