Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
74,871
-2,210
-3% -$12.5K 0.01% 875
2025
Q1
$483K Buy
77,081
+3,527
+5% +$22.1K 0.01% 802
2024
Q4
$479K Sell
73,554
-33,112
-31% -$216K 0.01% 818
2024
Q3
$568K Sell
106,666
-9,678
-8% -$51.5K 0.01% 731
2024
Q2
$882K Buy
116,344
+7,998
+7% +$60.6K 0.02% 601
2024
Q1
$562K Sell
108,346
-13,796
-11% -$71.6K 0.01% 732
2023
Q4
$588K Sell
122,142
-8,496
-7% -$40.9K 0.02% 686
2023
Q3
$618K Buy
130,638
+39,673
+44% +$188K 0.02% 612
2023
Q2
$325K Sell
90,965
-10,011
-10% -$35.7K 0.01% 769
2023
Q1
$434K Sell
100,976
-18,003
-15% -$77.4K 0.02% 689
2022
Q4
$570K Buy
118,979
+41,245
+53% +$198K 0.03% 539
2022
Q3
$207K Buy
77,734
+22,592
+41% +$60.2K 0.01% 736
2022
Q2
$138K Sell
55,142
-14,208
-20% -$35.6K 0.01% 730
2022
Q1
$270K Buy
69,350
+57,876
+504% +$225K 0.02% 632
2021
Q4
$41K Buy
+11,474
New +$41K ﹤0.01% 656