Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
21,848
+445
+2% +$13.3K 0.06% 269
2025
Q1
$723K Sell
21,403
-279
-1% -$9.43K 0.07% 218
2024
Q4
$641K Sell
21,682
-10,021
-32% -$296K 0.07% 246
2024
Q3
$995K Sell
31,703
-49
-0.2% -$1.54K 0.1% 179
2024
Q2
$1.05M Buy
31,752
+184
+0.6% +$6.07K 0.12% 165
2024
Q1
$1.19M Buy
31,568
+4,016
+15% +$151K 0.14% 139
2023
Q4
$975K Buy
27,552
+11,687
+74% +$414K 0.14% 148
2023
Q3
$614K Sell
15,865
-10,552
-40% -$409K 0.13% 160
2023
Q2
$932K Buy
26,417
+7,427
+39% +$262K 0.18% 115
2023
Q1
$721K Sell
18,990
-1,139
-6% -$43.2K 0.23% 86
2022
Q4
$703K Buy
+20,129
New +$703K 0.27% 81