Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
92,238
+9,849
+12% +$13.9K 0.01% 372
2025
Q1
$131K Sell
82,389
-3,150
-4% -$5.01K 0.01% 375
2024
Q4
$303K Sell
85,539
-5,949
-7% -$21.1K 0.02% 314
2024
Q3
$415K Buy
91,488
+32,734
+56% +$149K 0.02% 217
2024
Q2
$249K Sell
58,754
-55,187
-48% -$234K 0.01% 257
2024
Q1
$376K Buy
113,941
+24,308
+27% +$80.2K 0.02% 237
2023
Q4
$189K Sell
89,633
-8,075
-8% -$17K 0.01% 289
2023
Q3
$207K Buy
97,708
+26,473
+37% +$56.1K 0.02% 253
2023
Q2
$229K Sell
71,235
-33,486
-32% -$108K 0.02% 263
2023
Q1
$227K Buy
104,721
+38,059
+57% +$82.5K 0.02% 273
2022
Q4
$161K Buy
66,662
+28,724
+76% +$69.4K 0.01% 312
2022
Q3
$89K Sell
37,938
-1,054
-3% -$2.47K 0.01% 330
2022
Q2
$60K Buy
38,992
+7,305
+23% +$11.2K 0.01% 321
2022
Q1
$43K Buy
31,687
+12,869
+68% +$17.5K ﹤0.01% 324
2021
Q4
$23K Sell
18,818
-2,742
-13% -$3.35K ﹤0.01% 301
2021
Q3
$30K Buy
+21,560
New +$30K ﹤0.01% 270
2021
Q1
$51K Buy
+32,199
New +$51K ﹤0.01% 250