Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
1,442
-43
-3% -$10.5K 0.02% 278
2025
Q1
$393K Buy
1,485
+35
+2% +$9.26K 0.02% 252
2024
Q4
$368K Buy
1,450
+703
+94% +$178K 0.02% 274
2024
Q3
$237K Buy
747
+85
+13% +$26.9K 0.01% 292
2024
Q2
$247K Sell
662
-49
-7% -$18.3K 0.01% 258
2024
Q1
$247K Buy
711
+244
+52% +$84.6K 0.02% 302
2023
Q4
$214K Buy
+467
New +$214K 0.01% 272
2023
Q2
Sell
-435
Closed -$211K 324
2023
Q1
$211K Sell
435
-15
-3% -$7.28K 0.02% 290
2022
Q4
$230K Sell
450
-73
-14% -$37.3K 0.02% 277
2022
Q3
$254K Buy
523
+49
+10% +$23.8K 0.02% 262
2022
Q2
$222K Sell
474
-30
-6% -$14.1K 0.02% 283
2022
Q1
$219K Sell
504
-45
-8% -$19.6K 0.01% 278
2021
Q4
$255K Sell
549
-51
-9% -$23.7K 0.01% 228
2021
Q3
$234K Buy
+600
New +$234K 0.01% 210