Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
6,743
+1,339
+25% +$94.3K 0.03% 306
2025
Q1
$396K Sell
5,404
-381
-7% -$27.9K 0.03% 296
2024
Q4
$362K Sell
5,785
-254
-4% -$15.9K 0.03% 290
2024
Q3
$398K Buy
6,039
+13
+0.2% +$857 0.03% 280
2024
Q2
$436K Buy
6,026
+1,243
+26% +$89.9K 0.04% 257
2024
Q1
$321K Sell
4,783
-157
-3% -$10.5K 0.03% 274
2023
Q4
$325K Buy
4,940
+838
+20% +$55.1K 0.04% 246
2023
Q3
$264K Sell
4,102
-44
-1% -$2.83K 0.04% 256
2023
Q2
$250K Sell
4,146
-119
-3% -$7.19K 0.03% 271
2023
Q1
$245K Sell
4,265
-594
-12% -$34.2K 0.04% 255
2022
Q4
$277K Sell
4,859
-42
-0.9% -$2.39K 0.04% 231
2022
Q3
$244K Buy
4,901
+432
+10% +$21.5K 0.04% 210
2022
Q2
$237K Buy
4,469
+338
+8% +$17.9K 0.04% 222
2022
Q1
$227K Buy
+4,131
New +$227K 0.03% 235