Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
1,209
+74
+7% +$23.5K 0.06% 212
2025
Q1
$294K Sell
1,135
-464
-29% -$120K 0.05% 228
2024
Q4
$646K Buy
1,599
+440
+38% +$178K 0.1% 156
2024
Q3
$303K Sell
1,159
-16
-1% -$4.19K 0.05% 229
2024
Q2
$233K Buy
1,175
+344
+41% +$68.1K 0.04% 249
2024
Q1
$146K Sell
831
-45
-5% -$7.91K 0.03% 331
2023
Q4
$218K Buy
876
+16
+2% +$3.98K 0.05% 251
2023
Q3
$215K Buy
860
+32
+4% +$8.01K 0.05% 213
2023
Q2
$217K Sell
828
-22
-3% -$5.76K 0.05% 218
2023
Q1
$176K Sell
850
-128
-13% -$26.6K 0.04% 245
2022
Q4
$120K Sell
978
-309
-24% -$38.1K 0.03% 281
2022
Q3
$341K Buy
+1,287
New +$341K 0.11% 148