Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
1,486
-11
-0.7% -$1.9K 0.02% 428
2025
Q1
$264K Buy
1,497
+128
+9% +$22.6K 0.02% 373
2024
Q4
$266K Buy
1,369
+11
+0.8% +$2.14K 0.02% 352
2024
Q3
$242K Sell
1,358
-42
-3% -$7.5K 0.02% 379
2024
Q2
$241K Sell
1,400
-217
-13% -$37.4K 0.02% 369
2024
Q1
$407K Sell
1,617
-13
-0.8% -$3.27K 0.04% 236
2023
Q4
$299K Buy
1,630
+60
+4% +$11K 0.04% 261
2023
Q3
$282K Buy
1,570
+64
+4% +$11.5K 0.04% 249
2023
Q2
$242K Buy
1,506
+22
+1% +$3.54K 0.03% 277
2023
Q1
$210K Sell
1,484
-130
-8% -$18.4K 0.03% 286
2022
Q4
$220K Sell
1,614
-32
-2% -$4.37K 0.03% 260
2022
Q3
$214K Sell
1,646
-212
-11% -$27.6K 0.04% 231
2022
Q2
$293K Buy
1,858
+182
+11% +$28.7K 0.05% 203
2022
Q1
$302K Buy
1,676
+276
+20% +$49.7K 0.05% 200
2021
Q4
$259K Buy
1,400
+1
+0.1% +$185 0.03% 222
2021
Q3
$249K Buy
1,399
+78
+6% +$13.9K 0.03% 220
2021
Q2
$231K Sell
1,321
-61
-4% -$10.7K 0.03% 233
2021
Q1
$216K Buy
+1,382
New +$216K 0.02% 248