Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
2,491
+1
+0% +$105 0.12% 145
2025
Q1
$277K Sell
2,490
-265
-10% -$29.5K 0.15% 123
2024
Q4
$285K Sell
2,755
-188
-6% -$19.4K 0.15% 114
2024
Q3
$329K Sell
2,943
-108
-4% -$12.1K 0.17% 108
2024
Q2
$273K Sell
3,051
-194
-6% -$17.3K 0.15% 113
2024
Q1
$279K Buy
3,245
+45
+1% +$3.86K 0.16% 110
2023
Q4
$264K Sell
3,200
-367
-10% -$30.3K 0.17% 108
2023
Q3
$274K Buy
3,567
+4
+0.1% +$307 0.2% 97
2023
Q2
$249K Buy
3,563
+52
+1% +$3.63K 0.17% 102
2023
Q1
$227K Sell
3,511
-261
-7% -$16.8K 0.17% 106
2022
Q4
$271K Sell
3,772
-316
-8% -$22.7K 0.22% 87
2022
Q3
$230K Buy
4,088
+41
+1% +$2.31K 0.21% 87
2022
Q2
$224K Sell
4,047
-46
-1% -$2.55K 0.22% 92
2022
Q1
$264K Buy
4,093
+362
+10% +$23.3K 0.21% 89
2021
Q4
$218K Buy
+3,731
New +$218K 0.16% 98