Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
5,734
+86
+2% +$6.88K 0.08% 230
2025
Q1
$470K Buy
5,648
+325
+6% +$27.1K 0.09% 213
2024
Q4
$528K Sell
5,323
-778
-13% -$77.1K 0.12% 167
2024
Q3
$693K Sell
6,101
-41
-0.7% -$4.66K 0.16% 129
2024
Q2
$777K Buy
6,142
+835
+16% +$106K 0.19% 111
2024
Q1
$695K Sell
5,307
-36
-0.7% -$4.72K 0.19% 122
2023
Q4
$605K Sell
5,343
-1,013
-16% -$115K 0.18% 137
2023
Q3
$658K Sell
6,356
-128
-2% -$13.3K 0.2% 131
2023
Q2
$707K Buy
6,484
+206
+3% +$22.5K 0.27% 86
2023
Q1
$707K Buy
6,278
+476
+8% +$53.6K 0.29% 84
2022
Q4
$613K Buy
5,802
+500
+9% +$52.9K 0.26% 100
2022
Q3
$464K Buy
5,302
+760
+17% +$66.5K 0.37% 81
2022
Q2
$422K Sell
4,542
-40
-0.9% -$3.72K 0.35% 92
2022
Q1
$388K Buy
4,582
+462
+11% +$39.1K 0.26% 111
2021
Q4
$337K Buy
+4,120
New +$337K 0.22% 124