Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
5,284
-3,249
-38% -$156K 0.02% 364
2025
Q1
$414K Buy
8,533
+1,520
+22% +$73.8K 0.04% 271
2024
Q4
$342K Sell
7,013
-376
-5% -$18.4K 0.03% 309
2024
Q3
$459K Sell
7,389
-1,164
-14% -$72.3K 0.05% 262
2024
Q2
$488K Sell
8,553
-99
-1% -$5.65K 0.05% 251
2024
Q1
$499K Buy
8,652
+258
+3% +$14.9K 0.05% 258
2023
Q4
$573K Buy
8,394
+2,552
+44% +$174K 0.07% 224
2023
Q3
$332K Sell
5,842
-118
-2% -$6.71K 0.04% 294
2023
Q2
$356K Sell
5,960
-37
-0.6% -$2.21K 0.04% 289
2023
Q1
$380K Buy
5,997
+1,276
+27% +$80.9K 0.05% 276
2022
Q4
$293K Sell
4,721
-122
-3% -$7.57K 0.04% 314
2022
Q3
$242K Buy
4,843
+527
+12% +$26.3K 0.04% 329
2022
Q2
$243K Buy
4,316
+185
+4% +$10.4K 0.04% 331
2022
Q1
$284K Buy
+4,131
New +$284K 0.04% 328