Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$791K Sell
5,197
-11
-0.2% -$1.68K 0.04% 99
2025
Q1
$765K Hold
5,208
0.04% 97
2024
Q4
$672K Sell
5,208
-94
-2% -$12.1K 0.03% 107
2024
Q3
$725K Sell
5,302
-30
-0.6% -$4.1K 0.03% 104
2024
Q2
$545K Sell
5,332
-1,094
-17% -$112K 0.03% 112
2024
Q1
$570K Sell
6,426
-658
-9% -$58.4K 0.03% 118
2023
Q4
$648K Buy
7,084
+860
+14% +$78.6K 0.03% 110
2023
Q3
$487K Sell
6,224
-929
-13% -$72.7K 0.03% 119
2023
Q2
$599K Sell
7,153
-184
-3% -$15.4K 0.03% 112
2023
Q1
$645K Buy
7,337
+99
+1% +$8.7K 0.03% 114
2022
Q4
$726K Buy
7,238
+57
+0.8% +$5.72K 0.04% 107
2022
Q3
$663K Buy
7,181
+114
+2% +$10.5K 0.04% 99
2022
Q2
$767K Sell
7,067
-35
-0.5% -$3.8K 0.05% 98
2022
Q1
$899K Buy
+7,102
New +$899K 0.05% 96