Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
22,992
-4,206
-15% -$45.6K 0.07% 234
2025
Q1
$273K Sell
27,198
-1,779
-6% -$17.8K 0.07% 217
2024
Q4
$287K Sell
28,977
-2,257
-7% -$22.3K 0.07% 202
2024
Q3
$330K Buy
31,234
+4,589
+17% +$48.5K 0.08% 196
2024
Q2
$334K Buy
26,645
+2,695
+11% +$33.8K 0.09% 192
2024
Q1
$318K Buy
23,950
+1,992
+9% +$26.5K 0.09% 197
2023
Q4
$268K Sell
21,958
-1,475
-6% -$18K 0.09% 193
2023
Q3
$291K Buy
23,433
+1,190
+5% +$14.8K 0.11% 169
2023
Q2
$337K Buy
22,243
+663
+3% +$10K 0.13% 149
2023
Q1
$272K Buy
21,580
+1,367
+7% +$17.2K 0.11% 173
2022
Q4
$235K Buy
20,213
+356
+2% +$4.14K 0.11% 186
2022
Q3
$223K Sell
19,857
-4,712
-19% -$52.9K 0.11% 179
2022
Q2
$274K Buy
24,569
+909
+4% +$10.1K 0.13% 175
2022
Q1
$401K Buy
+23,660
New +$401K 0.15% 156