Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
2,084
+60
+3% +$9.47K 0.01% 523
2025
Q1
$273K Sell
2,024
-822
-29% -$111K 0.01% 552
2024
Q4
$410K Sell
2,846
-512
-15% -$73.8K 0.02% 466
2024
Q3
$547K Buy
3,358
+105
+3% +$17.1K 0.02% 389
2024
Q2
$475K Buy
3,253
+138
+4% +$20.1K 0.02% 403
2024
Q1
$408K Buy
3,115
+77
+3% +$10.1K 0.02% 432
2023
Q4
$329K Sell
3,038
-135
-4% -$14.6K 0.01% 454
2023
Q3
$292K Buy
3,173
+164
+5% +$15.1K 0.01% 457
2023
Q2
$266K Buy
3,009
+279
+10% +$24.7K 0.01% 473
2023
Q1
$251K Sell
2,730
-67
-2% -$6.17K 0.01% 478
2022
Q4
$294K Sell
2,797
-38
-1% -$3.99K 0.02% 410
2022
Q3
$248K Buy
2,835
+94
+3% +$8.22K 0.01% 416
2022
Q2
$276K Buy
2,741
+122
+5% +$12.3K 0.02% 400
2022
Q1
$283K Buy
+2,619
New +$283K 0.01% 427