Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
579
+8
+1% +$3.1K 0.01% 230
2025
Q1
$219K Sell
571
-11
-2% -$4.22K 0.01% 202
2024
Q4
$259K Sell
582
-95
-14% -$42.2K 0.01% 194
2024
Q3
$351K Buy
677
+137
+25% +$70.9K 0.02% 175
2024
Q2
$300K Sell
540
-3
-0.6% -$1.67K 0.02% 188
2024
Q1
$274K Buy
543
+1
+0.2% +$505 0.02% 194
2023
Q4
$323K Sell
542
-12
-2% -$7.16K 0.02% 164
2023
Q3
$282K Buy
554
+52
+10% +$26.5K 0.02% 150
2023
Q2
$245K Buy
+502
New +$245K 0.02% 152
2022
Q3
Sell
-2,608
Closed -$955K 152
2022
Q2
$955K Buy
2,608
+344
+15% +$126K 0.1% 103
2022
Q1
$1.03M Buy
2,264
+218
+11% +$99.4K 0.1% 99
2021
Q4
$1.16M Buy
2,046
+184
+10% +$104K 0.11% 91
2021
Q3
$1.07M Buy
+1,862
New +$1.07M 0.14% 97