Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
2,209
-49
-2% -$10.8K 0.56% 33
2025
Q1
$430K Sell
2,258
-120
-5% -$22.8K 0.53% 36
2024
Q4
$522K Buy
2,378
+48
+2% +$10.5K 0.65% 33
2024
Q3
$434K Buy
2,330
+220
+10% +$41K 0.45% 43
2024
Q2
$408K Sell
2,110
-778
-27% -$150K 0.42% 44
2024
Q1
$521K Buy
2,888
+166
+6% +$29.9K 0.3% 61
2023
Q4
$414K Hold
2,722
0.27% 66
2023
Q3
$349K Sell
2,722
-237
-8% -$30.4K 0.25% 68
2023
Q2
$393K Sell
2,959
-6
-0.2% -$797 0.28% 62
2023
Q1
$304K Sell
2,965
-52
-2% -$5.33K 0.23% 72
2022
Q4
$294K Buy
3,017
+26
+0.9% +$2.54K 0.23% 69
2022
Q3
$338K Buy
2,991
+371
+14% +$41.9K 0.3% 50
2022
Q2
$298K Buy
2,620
+40
+2% +$4.55K 0.24% 62
2022
Q1
$356K Buy
2,580
+140
+6% +$19.3K 0.28% 55
2021
Q4
$382K Buy
+2,440
New +$382K 0.29% 52