Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
4,350
+684
+19% +$54.1K 0.11% 79
2025
Q1
$329K Sell
3,666
-30
-0.8% -$2.69K 0.12% 77
2024
Q4
$368K Sell
3,696
-118
-3% -$11.7K 0.13% 72
2024
Q3
$433K Buy
3,814
+318
+9% +$36.1K 0.16% 68
2024
Q2
$436K Sell
3,496
-74
-2% -$9.22K 0.18% 66
2024
Q1
$474K Buy
3,570
+314
+10% +$41.7K 0.2% 54
2023
Q4
$355K Sell
3,256
-2,372
-42% -$259K 0.16% 74
2023
Q3
$579K Sell
5,628
-2,500
-31% -$257K 0.3% 47
2023
Q2
$938K Buy
8,128
+284
+4% +$32.8K 0.48% 28
2023
Q1
$835K Buy
7,844
+223
+3% +$23.7K 0.45% 30
2022
Q4
$846K Buy
7,621
+143
+2% +$15.9K 0.56% 28
2022
Q3
$644K Buy
7,478
+1,198
+19% +$103K 0.48% 37
2022
Q2
$577K Buy
+6,280
New +$577K 0.45% 39