Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
23,791
-6,338
-21% -$142K 0.41% 80
2025
Q1
$684K Buy
30,129
+773
+3% +$17.6K 0.56% 60
2024
Q4
$589K Sell
29,356
-10,056
-26% -$202K 0.48% 69
2024
Q3
$925K Buy
39,412
+5,090
+15% +$119K 0.75% 44
2024
Q2
$1.06M Sell
34,322
-292
-0.8% -$9.04K 0.91% 36
2024
Q1
$1.53M Buy
34,614
+882
+3% +$39K 1.32% 19
2023
Q4
$1.7M Sell
33,732
-509
-1% -$25.6K 1.6% 14
2023
Q3
$1.22M Buy
34,241
+3,028
+10% +$108K 1.14% 26
2023
Q2
$1.04M Buy
31,213
+2,822
+10% +$94.4K 1.04% 27
2023
Q1
$934K Buy
28,391
+2,839
+11% +$93.4K 0.94% 31
2022
Q4
$683K Sell
25,552
-976
-4% -$26.1K 0.77% 39
2022
Q3
$715K Buy
26,528
+3,938
+17% +$106K 0.86% 32
2022
Q2
$830K Buy
22,590
+6,897
+44% +$253K 0.98% 27
2022
Q1
$730K Buy
15,693
+859
+6% +$40K 0.82% 38
2021
Q4
$712K Buy
+14,834
New +$712K 0.61% 48