Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
2,112
-29
-1% -$5.38K 0.06% 133
2025
Q1
$449K Buy
2,141
+359
+20% +$75.2K 0.07% 101
2024
Q4
$317K Buy
1,782
+330
+23% +$58.6K 0.06% 118
2024
Q3
$287K Sell
1,452
-65
-4% -$12.8K 0.06% 112
2024
Q2
$260K Sell
1,517
-104
-6% -$17.8K 0.06% 106
2024
Q1
$295K Buy
1,621
+13
+0.8% +$2.37K 0.07% 94
2023
Q4
$249K Buy
1,608
+17
+1% +$2.64K 0.07% 95
2023
Q3
$237K Buy
+1,591
New +$237K 0.08% 77
2023
Q2
Sell
-1,475
Closed -$235K 84
2023
Q1
$235K Sell
1,475
-39
-3% -$6.22K 0.09% 65
2022
Q4
$245K Buy
+1,514
New +$245K 0.11% 56
2022
Q3
Sell
-1,308
Closed -$200K 77
2022
Q2
$200K Buy
1,308
+12
+0.9% +$1.84K 0.11% 65
2022
Q1
$210K Buy
+1,296
New +$210K 0.09% 69