Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
2,749
-234
-8% -$36.5K 0.02% 248
2025
Q1
$491K Buy
2,983
+37
+1% +$6.09K 0.02% 227
2024
Q4
$480K Buy
2,946
+1,315
+81% +$214K 0.02% 234
2024
Q3
$319K Sell
1,631
-58
-3% -$11.3K 0.02% 249
2024
Q2
$293K Buy
1,689
+24
+1% +$4.16K 0.02% 235
2024
Q1
$282K Buy
1,665
+262
+19% +$44.3K 0.02% 287
2023
Q4
$277K Buy
1,403
+207
+17% +$40.9K 0.02% 242
2023
Q3
$208K Sell
1,196
-150
-11% -$26.1K 0.02% 251
2023
Q2
$232K Sell
1,346
-120
-8% -$20.7K 0.02% 259
2023
Q1
$244K Sell
1,466
-133
-8% -$22.1K 0.02% 264
2022
Q4
$234K Sell
1,599
-126
-7% -$18.4K 0.02% 275
2022
Q3
$256K Buy
1,725
+180
+12% +$26.7K 0.02% 259
2022
Q2
$266K Buy
1,545
+41
+3% +$7.06K 0.02% 254
2022
Q1
$284K Sell
1,504
-72
-5% -$13.6K 0.01% 216
2021
Q4
$385K Sell
1,576
-70
-4% -$17.1K 0.01% 191
2021
Q3
$320K Buy
+1,646
New +$320K 0.01% 180
2021
Q1
$233K Buy
+1,480
New +$233K 0.02% 206