Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
957
+39
+4% +$11.3K 0.17% 41
2025
Q1
$277K Sell
918
-46
-5% -$13.9K 0.19% 41
2024
Q4
$262K Buy
964
+53
+6% +$14.4K 0.17% 43
2024
Q3
$263K Sell
911
-31
-3% -$8.94K 0.17% 41
2024
Q2
$240K Sell
942
-222
-19% -$56.6K 0.17% 40
2024
Q1
$302K Sell
1,164
-14
-1% -$3.63K 0.22% 34
2023
Q4
$266K Buy
1,178
+56
+5% +$12.7K 0.2% 35
2023
Q3
$234K Sell
1,122
-66
-6% -$13.7K 0.2% 35
2023
Q2
$229K Sell
1,188
-76
-6% -$14.6K 0.19% 43
2023
Q1
$245K Sell
1,264
-145
-10% -$28.2K 0.2% 37
2022
Q4
$311K Buy
1,409
+1
+0.1% +$221 0.28% 33
2022
Q3
$256K Sell
1,408
-3
-0.2% -$545 0.26% 29
2022
Q2
$277K Buy
1,411
+29
+2% +$5.69K 0.26% 35
2022
Q1
$296K Sell
1,382
-64
-4% -$13.7K 0.23% 53
2021
Q4
$280K Buy
+1,446
New +$280K 0.22% 73