Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
1,139
+1
+0.1% +$205 0.27% 70
2025
Q1
$253K Sell
1,138
-15
-1% -$3.33K 0.31% 65
2024
Q4
$289K Sell
1,153
-716
-38% -$179K 0.36% 55
2024
Q3
$435K Buy
1,869
+282
+18% +$65.7K 0.45% 42
2024
Q2
$334K Sell
1,587
-293
-16% -$61.7K 0.34% 52
2024
Q1
$322K Buy
1,880
+209
+13% +$35.8K 0.18% 81
2023
Q4
$322K Sell
1,671
-176
-10% -$33.9K 0.21% 74
2023
Q3
$325K Sell
1,847
-719
-28% -$126K 0.23% 70
2023
Q2
$497K Buy
2,566
+20
+0.8% +$3.88K 0.35% 50
2023
Q1
$417K Sell
2,546
-13
-0.5% -$2.13K 0.32% 56
2022
Q4
$386K Sell
2,559
-482
-16% -$72.8K 0.3% 59
2022
Q3
$420K Buy
3,041
+177
+6% +$24.4K 0.37% 43
2022
Q2
$430K Sell
2,864
-89
-3% -$13.4K 0.35% 41
2022
Q1
$462K Buy
2,953
+49
+2% +$7.67K 0.36% 43
2021
Q4
$502K Buy
+2,904
New +$502K 0.38% 41