Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
4,320
-180
-4% -$12.7K 0.02% 402
2025
Q1
$330K Buy
4,500
+765
+20% +$56.1K 0.02% 365
2024
Q4
$234K Sell
3,735
-633
-14% -$39.7K 0.02% 418
2024
Q3
$288K Buy
4,368
+463
+12% +$30.5K 0.02% 477
2024
Q2
$282K Buy
3,905
+138
+4% +$9.96K 0.02% 374
2024
Q1
$253K Sell
3,767
-404
-10% -$27.1K 0.02% 382
2023
Q4
$275K Sell
4,171
-804
-16% -$52.9K 0.03% 347
2023
Q3
$320K Buy
4,975
+1,220
+32% +$78.5K 0.04% 297
2023
Q2
$227K Buy
3,755
+19
+0.5% +$1.15K 0.03% 348
2023
Q1
$215K Sell
3,736
-557
-13% -$32.1K 0.03% 355
2022
Q4
$245K Sell
4,293
-271
-6% -$15.4K 0.03% 302
2022
Q3
$227K Buy
4,564
+161
+4% +$8.01K 0.03% 295
2022
Q2
$230K Buy
+4,403
New +$230K 0.03% 300