Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
7,753
+22
+0.3% +$1.55K 0.03% 169
2025
Q1
$567K Sell
7,731
-145
-2% -$10.6K 0.03% 151
2024
Q4
$493K Buy
7,876
+27
+0.3% +$1.69K 0.02% 167
2024
Q3
$518K Sell
7,849
-244
-3% -$16.1K 0.02% 170
2024
Q2
$584K Buy
8,093
+8
+0.1% +$577 0.03% 152
2024
Q1
$542K Sell
8,085
-4,596
-36% -$308K 0.02% 155
2023
Q4
$834K Sell
12,681
-1,927
-13% -$127K 0.03% 126
2023
Q3
$940K Sell
14,608
-2,331
-14% -$150K 0.04% 110
2023
Q2
$1.02M Buy
16,939
+700
+4% +$42.3K 0.04% 109
2023
Q1
$934K Buy
16,239
+72
+0.4% +$4.14K 0.04% 114
2022
Q4
$921K Sell
16,167
-222
-1% -$12.6K 0.04% 117
2022
Q3
$815K Sell
16,389
-422
-3% -$21K 0.04% 124
2022
Q2
$879K Sell
16,811
-943
-5% -$49.3K 0.04% 121
2022
Q1
$975K Buy
+17,754
New +$975K 0.04% 121