Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
15,529
+147
+1% +$4.4K 0.37% 61
2025
Q1
$520K Sell
15,382
-1,972
-11% -$66.6K 0.44% 61
2024
Q4
$513K Buy
17,354
+150
+0.9% +$4.43K 0.41% 60
2024
Q3
$540K Buy
17,204
+1,629
+10% +$51.1K 0.44% 62
2024
Q2
$562K Buy
15,575
+346
+2% +$12.5K 0.54% 51
2024
Q1
$574K Buy
15,229
+3,173
+26% +$120K 0.53% 56
2023
Q4
$427K Buy
12,056
+51
+0.4% +$1.81K 0.44% 65
2023
Q3
$465K Sell
12,005
-1,431
-11% -$55.4K 0.53% 57
2023
Q2
$474K Buy
13,436
+113
+0.8% +$3.99K 0.54% 56
2023
Q1
$505K Sell
13,323
-1,223
-8% -$46.4K 0.58% 54
2022
Q4
$508K Buy
14,546
+1,310
+10% +$45.8K 0.6% 47
2022
Q3
$378K Sell
13,236
-1,798
-12% -$51.3K 0.6% 54
2022
Q2
$426K Buy
15,034
+1,096
+8% +$31.1K 0.52% 57
2022
Q1
$410K Buy
+13,938
New +$410K 0.51% 63