Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
178,453
+42,776
+32% +$98.8K 0.02% 82
2025
Q1
$411K Sell
135,677
-9,165
-6% -$27.8K 0.01% 69
2024
Q4
$259K Sell
144,842
-50,022
-26% -$89.5K 0.01% 93
2024
Q3
$322K Sell
194,864
-11,533
-6% -$19K 0.01% 73
2024
Q2
$353K Sell
206,397
-22,341
-10% -$38.2K 0.01% 75
2024
Q1
$408K Sell
228,738
-85,111
-27% -$152K 0.02% 79
2023
Q4
$722K Sell
313,849
-27,273
-8% -$62.7K 0.03% 35
2023
Q3
$529K Buy
341,122
+38,115
+13% +$59.1K 0.02% 49
2023
Q2
$573K Sell
303,007
-41,445
-12% -$78.4K 0.03% 43
2023
Q1
$654K Buy
344,452
+33,382
+11% +$63.4K 0.03% 45
2022
Q4
$594K Sell
311,070
-89,711
-22% -$171K 0.02% 49
2022
Q3
$373K Buy
400,781
+55,013
+16% +$51.2K 0.02% 95
2022
Q2
$906K Buy
+345,768
New +$906K 0.03% 50