Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Hold
3,601
0.03% 257
2025
Q1
$522K Sell
3,601
-75
-2% -$10.9K 0.04% 251
2024
Q4
$475K Hold
3,676
0.03% 258
2024
Q3
$505K Sell
3,676
-1,278
-26% -$175K 0.03% 251
2024
Q2
$511K Sell
4,954
-1,354
-21% -$140K 0.04% 246
2024
Q1
$559K Sell
6,308
-988
-14% -$87.6K 0.04% 240
2023
Q4
$669K Sell
7,296
-7,727
-51% -$709K 0.05% 222
2023
Q3
$1.17M Buy
15,023
+557
+4% +$43.4K 0.1% 165
2023
Q2
$1.2M Sell
14,466
-7,056
-33% -$585K 0.1% 166
2023
Q1
$1.85M Buy
21,522
+4,117
+24% +$354K 0.15% 134
2022
Q4
$1.75M Sell
17,405
-5,403
-24% -$542K 0.15% 127
2022
Q3
$2.14M Sell
22,808
-232
-1% -$21.8K 0.2% 113
2022
Q2
$2.5M Buy
23,040
+3,546
+18% +$385K 0.23% 103
2022
Q1
$2.47M Buy
+19,494
New +$2.47M 0.21% 99