Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2,071
-158
-7% -$24K 0.02% 211
2025
Q1
$327K Buy
2,229
+135
+6% +$19.8K 0.02% 196
2024
Q4
$270K Sell
2,094
-692
-25% -$89.2K 0.02% 207
2024
Q3
$381K Buy
2,786
+160
+6% +$21.9K 0.03% 186
2024
Q2
$268K Sell
2,626
-506
-16% -$51.6K 0.02% 204
2024
Q1
$278K Buy
3,132
+73
+2% +$6.48K 0.02% 195
2023
Q4
$280K Sell
3,059
-54
-2% -$4.94K 0.03% 190
2023
Q3
$244K Buy
3,113
+67
+2% +$5.25K 0.03% 196
2023
Q2
$255K Buy
3,046
+43
+1% +$3.6K 0.03% 194
2023
Q1
$264K Buy
3,003
+208
+7% +$18.3K 0.03% 192
2022
Q4
$280K Hold
2,795
0.03% 191
2022
Q3
$258K Sell
2,795
-248
-8% -$22.9K 0.03% 193
2022
Q2
$329K Buy
3,043
+314
+12% +$33.9K 0.04% 187
2022
Q1
$340K Sell
2,729
-153
-5% -$19.1K 0.03% 189
2021
Q4
$428K Buy
2,882
+128
+5% +$19K 0.04% 176
2021
Q3
$404K Buy
+2,754
New +$404K 0.03% 175