Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
674
-56
-8% -$17.4K 0.12% 159
2025
Q1
$246K Sell
730
-132
-15% -$44.5K 0.16% 96
2024
Q4
$293K Sell
862
-21
-2% -$7.14K 0.18% 63
2024
Q3
$256K Buy
883
+9
+1% +$2.61K 0.16% 94
2024
Q2
$229K Sell
874
-2
-0.2% -$524 0.15% 123
2024
Q1
$259K Buy
876
+155
+21% +$45.8K 0.16% 77
2023
Q4
$208K Buy
721
+96
+15% +$27.7K 0.14% 128
2023
Q3
$160K Sell
625
-103
-14% -$26.4K 0.12% 184
2023
Q2
$210K Sell
728
-31
-4% -$8.94K 0.16% 103
2023
Q1
$188K Sell
759
-12
-2% -$2.97K 0.16% 122
2022
Q4
$176K Sell
771
-58
-7% -$13.2K 0.14% 156
2022
Q3
$167K Sell
829
-306
-27% -$61.6K 0.15% 123
2022
Q2
$224K Sell
1,135
-128
-10% -$25.3K 0.18% 89
2022
Q1
$260K Buy
1,263
+602
+91% +$124K 0.17% 80
2021
Q4
$143K Buy
+661
New +$143K 0.2% 59