Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
28,650
+47
+0.2% +$711 0.01% 864
2025
Q1
$439K Buy
28,603
+7,386
+35% +$113K 0.01% 832
2024
Q4
$286K Sell
21,217
-14,798
-41% -$199K 0.01% 957
2024
Q3
$595K Sell
36,015
-3,901
-10% -$64.4K 0.02% 722
2024
Q2
$520K Buy
39,916
+3,220
+9% +$41.9K 0.01% 755
2024
Q1
$607K Sell
36,696
-3,686
-9% -$61K 0.02% 712
2023
Q4
$717K Sell
40,382
-19
-0% -$337 0.02% 634
2023
Q3
$647K Buy
40,401
+716
+2% +$11.5K 0.02% 597
2023
Q2
$655K Sell
39,685
-6,963
-15% -$115K 0.02% 568
2023
Q1
$708K Buy
46,648
+4,552
+11% +$69.1K 0.03% 548
2022
Q4
$574K Buy
42,096
+636
+2% +$8.68K 0.03% 535
2022
Q3
$349K Sell
41,460
-2,332
-5% -$19.6K 0.02% 597
2022
Q2
$433K Buy
43,792
+12,731
+41% +$126K 0.03% 513
2022
Q1
$280K Buy
+31,061
New +$280K 0.02% 621