Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
1,237
+16
+1% +$4.72K 0.02% 86
2025
Q1
$304K Sell
1,221
-338
-22% -$84K 0.02% 96
2024
Q4
$343K Buy
1,559
+5
+0.3% +$1.1K 0.03% 76
2024
Q3
$321K Sell
1,554
-46
-3% -$9.51K 0.02% 83
2024
Q2
$277K Sell
1,600
-1,025
-39% -$177K 0.02% 87
2024
Q1
$501K Buy
2,625
+681
+35% +$130K 0.04% 61
2023
Q4
$318K Sell
1,944
-210
-10% -$34.3K 0.03% 87
2023
Q3
$302K Buy
2,154
+91
+4% +$12.8K 0.02% 78
2023
Q2
$276K Sell
2,063
-696
-25% -$93.1K 0.02% 83
2023
Q1
$362K Sell
2,759
-69
-2% -$9.05K 0.02% 68
2022
Q4
$398K Buy
2,828
+837
+42% +$118K 0.03% 73
2022
Q3
$237K Sell
1,991
-872
-30% -$104K 0.02% 81
2022
Q2
$404K Buy
2,863
+223
+8% +$31.5K 0.03% 53
2022
Q1
$343K Buy
2,640
+570
+28% +$74.1K 0.02% 72
2021
Q4
$277K Buy
2,070
+153
+8% +$20.5K 0.02% 117
2021
Q3
$255K Buy
+1,917
New +$255K 0.02% 73