Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
18,503
-113
-0.6% -$1.23K 0.04% 175
2025
Q1
$187K Buy
18,616
+2,750
+17% +$27.6K 0.04% 158
2024
Q4
$157K Sell
15,866
-81
-0.5% -$802 0.03% 168
2024
Q3
$168K Buy
15,947
+140
+0.9% +$1.48K 0.04% 148
2024
Q2
$198K Sell
15,807
-187
-1% -$2.35K 0.05% 129
2024
Q1
$212K Buy
15,994
+116
+0.7% +$1.54K 0.06% 130
2023
Q4
$194K Buy
15,878
+137
+0.9% +$1.67K 0.05% 155
2023
Q3
$195K Sell
15,741
-3,179
-17% -$39.5K 0.06% 125
2023
Q2
$286K Sell
18,920
-7,300
-28% -$110K 0.09% 102
2023
Q1
$330K Buy
26,220
+203
+0.8% +$2.56K 0.11% 98
2022
Q4
$303K Buy
26,017
+179
+0.7% +$2.09K 0.1% 101
2022
Q3
$289K Buy
+25,838
New +$289K 0.1% 99