Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
1,269
-87
-6% -$13.9K 0.12% 181
2025
Q1
$208K Buy
1,356
+168
+14% +$25.8K 0.14% 144
2024
Q4
$183K Buy
1,188
+221
+23% +$34K 0.11% 210
2024
Q3
$165K Sell
967
-360
-27% -$61.4K 0.1% 253
2024
Q2
$265K Sell
1,327
-122
-8% -$24.4K 0.17% 83
2024
Q1
$245K Sell
1,449
-163
-10% -$27.6K 0.16% 97
2023
Q4
$233K Sell
1,612
-236
-13% -$34.1K 0.16% 93
2023
Q3
$206K Buy
1,848
+62
+3% +$6.91K 0.16% 96
2023
Q2
$213K Sell
1,786
-295
-14% -$35.2K 0.16% 95
2023
Q1
$266K Buy
2,081
+454
+28% +$58K 0.23% 54
2022
Q4
$179K Buy
1,627
+135
+9% +$14.9K 0.15% 150
2022
Q3
$169K Sell
1,492
-556
-27% -$63K 0.15% 122
2022
Q2
$261K Buy
2,048
+177
+9% +$22.6K 0.21% 64
2022
Q1
$286K Buy
1,871
+353
+23% +$54K 0.19% 64
2021
Q4
$278K Buy
+1,518
New +$278K 0.39% 14