Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
4,727
-1,337
-22% -$102K 0.06% 195
2025
Q1
$385K Buy
6,064
+774
+15% +$49.1K 0.09% 136
2024
Q4
$376K Buy
5,290
+345
+7% +$24.5K 0.09% 119
2024
Q3
$437K Buy
4,945
+772
+18% +$68.2K 0.12% 103
2024
Q2
$315K Sell
4,173
-1,462
-26% -$110K 0.11% 111
2024
Q1
$530K Sell
5,635
-114
-2% -$10.7K 0.19% 85
2023
Q4
$624K Buy
5,749
+1,768
+44% +$192K 0.27% 67
2023
Q3
$381K Sell
3,981
-15
-0.4% -$1.43K 0.19% 95
2023
Q2
$429K Sell
3,996
-94
-2% -$10.1K 0.22% 90
2023
Q1
$502K Buy
4,090
+9
+0.2% +$1.1K 0.29% 76
2022
Q4
$478K Sell
4,081
-1,830
-31% -$214K 0.34% 76
2022
Q3
$491K Buy
5,911
+181
+3% +$15K 0.41% 65
2022
Q2
$653K Buy
+5,730
New +$653K 0.65% 42