Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
1,196
-51
-4% -$19.7K 0.25% 104
2025
Q1
$478K Buy
1,247
+78
+7% +$29.9K 0.26% 101
2024
Q4
$520K Sell
1,169
-388
-25% -$173K 0.29% 90
2024
Q3
$806K Sell
1,557
-45
-3% -$23.3K 0.4% 76
2024
Q2
$890K Sell
1,602
-114
-7% -$63.3K 0.46% 74
2024
Q1
$866K Sell
1,716
-171
-9% -$86.3K 0.42% 81
2023
Q4
$1.13M Sell
1,887
-31
-2% -$18.5K 0.55% 59
2023
Q3
$978K Buy
1,918
+4
+0.2% +$2.04K 0.51% 68
2023
Q2
$936K Buy
1,914
+32
+2% +$15.6K 0.45% 79
2023
Q1
$725K Buy
1,882
+382
+25% +$147K 0.36% 87
2022
Q4
$505K Buy
+1,500
New +$505K 0.24% 104