Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
5,490
+3
+0.1% +$468 0.06% 202
2025
Q1
$904K Buy
5,487
+372
+7% +$61.3K 0.07% 159
2024
Q4
$833K Sell
5,115
-122
-2% -$19.9K 0.07% 162
2024
Q3
$1.02M Sell
5,237
-150
-3% -$29.3K 0.09% 146
2024
Q2
$1.01M Buy
5,387
+3,057
+131% +$576K 0.09% 144
2024
Q1
$394K Buy
2,330
+157
+7% +$26.6K 0.04% 243
2023
Q4
$429K Buy
2,173
+148
+7% +$29.2K 0.05% 209
2023
Q3
$352K Sell
2,025
-58
-3% -$10.1K 0.05% 210
2023
Q2
$359K Buy
2,083
+191
+10% +$32.9K 0.05% 220
2023
Q1
$315K Buy
1,892
+206
+12% +$34.3K 0.05% 216
2022
Q4
$247K Buy
1,686
+90
+6% +$13.2K 0.04% 247
2022
Q3
$237K Buy
1,596
+386
+32% +$57.3K 0.04% 218
2022
Q2
$211K Sell
1,210
-291
-19% -$50.7K 0.03% 236
2022
Q1
$283K Sell
1,501
-7
-0.5% -$1.32K 0.04% 207
2021
Q4
$368K Buy
1,508
+191
+15% +$46.6K 0.04% 181
2021
Q3
$256K Buy
1,317
+126
+11% +$24.5K 0.03% 218
2021
Q2
$222K Buy
+1,191
New +$222K 0.02% 238