Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
2,325
-2,179
-48% -$368K 0.04% 391
2025
Q1
$342K Sell
4,504
-480
-10% -$36.4K 0.04% 668
2024
Q4
$402K Buy
4,984
+301
+6% +$24.3K 0.05% 468
2024
Q3
$410K Buy
4,683
+1,335
+40% +$117K 0.04% 693
2024
Q2
$350K Buy
3,348
+416
+14% +$43.5K 0.04% 664
2024
Q1
$359K Buy
2,932
+779
+36% +$95.4K 0.04% 538
2023
Q4
$382K Buy
2,153
+449
+26% +$79.6K 0.04% 739
2023
Q3
$306K Sell
1,704
-2,520
-60% -$453K 0.04% 637
2023
Q2
$966K Buy
4,224
+2,831
+203% +$647K 0.12% 198
2023
Q1
$271K Sell
1,393
-54
-4% -$10.5K 0.03% 737
2022
Q4
$237K Buy
1,447
+57
+4% +$9.34K 0.03% 394
2022
Q3
$206K Sell
1,390
-55
-4% -$8.15K 0.03% 597
2022
Q2
$213K Buy
1,445
+547
+61% +$80.6K 0.03% 402
2022
Q1
$236K Sell
898
-309
-26% -$81.2K 0.03% 475
2021
Q4
$250K Sell
1,207
-905
-43% -$187K 0.03% 432
2021
Q3
$246K Sell
2,112
-3,696
-64% -$431K 0.03% 369
2021
Q2
$452K Buy
5,808
+176
+3% +$13.7K 0.06% 376
2021
Q1
$409K Buy
+5,632
New +$409K 0.06% 389