Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Sell
81,847
-302
-0.4% -$2.78K 0.39% 48
2025
Q1
$797K Buy
+82,149
New +$797K 0.45% 41
2024
Q1
Sell
-16,169
Closed -$156K 100
2023
Q4
$156K Sell
16,169
-824
-5% -$7.94K 0.09% 97
2023
Q3
$156K Buy
16,993
+1,886
+12% +$17.3K 0.09% 96
2023
Q2
$151K Sell
15,107
-335
-2% -$3.34K 0.08% 100
2023
Q1
$176K Buy
15,442
+1,327
+9% +$15.1K 0.1% 95
2022
Q4
$168K Sell
14,115
-1,909
-12% -$22.7K 0.1% 92
2022
Q3
$172K Buy
16,024
+2,437
+18% +$26.2K 0.09% 89
2022
Q2
$169K Buy
13,587
+1,647
+14% +$20.5K 0.09% 91
2022
Q1
$135K Buy
+11,940
New +$135K 0.06% 109