Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
28,025
+1,686
+6% +$23.6K 0.01% 906
2025
Q1
$455K Sell
26,339
-36,126
-58% -$624K 0.01% 820
2024
Q4
$1.26M Buy
62,465
+12,911
+26% +$261K 0.03% 534
2024
Q3
$831K Sell
49,554
-2,720
-5% -$45.6K 0.02% 621
2024
Q2
$913K Buy
52,274
+2,720
+5% +$47.5K 0.02% 586
2024
Q1
$831K Buy
49,554
+12,026
+32% +$202K 0.02% 621
2023
Q4
$677K Buy
37,528
+18,064
+93% +$326K 0.02% 649
2023
Q3
$314K Buy
19,464
+1,719
+10% +$27.7K 0.01% 793
2023
Q2
$307K Sell
17,745
-96
-0.5% -$1.66K 0.01% 787
2023
Q1
$288K Buy
17,841
+3,238
+22% +$52.4K 0.01% 796
2022
Q4
$237K Buy
+14,603
New +$237K 0.01% 780