Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
23,078
+105
+0.5% +$1.14K 0.04% 305
2025
Q1
$230K Buy
22,973
+3
+0% +$30 0.04% 310
2024
Q4
$227K Sell
22,970
-3,897
-15% -$38.6K 0.05% 297
2024
Q3
$284K Sell
26,867
-786
-3% -$8.3K 0.06% 235
2024
Q2
$347K Buy
27,653
+847
+3% +$10.6K 0.08% 203
2024
Q1
$356K Sell
26,806
-126
-0.5% -$1.67K 0.09% 198
2023
Q4
$328K Buy
26,932
+445
+2% +$5.43K 0.09% 209
2023
Q3
$329K Sell
26,487
-335
-1% -$4.16K 0.1% 196
2023
Q2
$406K Buy
26,822
+2,367
+10% +$35.8K 0.12% 156
2023
Q1
$308K Buy
24,455
+81
+0.3% +$1.02K 0.1% 187
2022
Q4
$283K Buy
24,374
+57
+0.2% +$663 0.1% 191
2022
Q3
$272K Buy
24,317
+464
+2% +$5.19K 0.11% 188
2022
Q2
$265K Sell
23,853
-7,055
-23% -$78.4K 0.1% 187
2022
Q1
$523K Sell
30,908
-142
-0.5% -$2.4K 0.17% 123
2021
Q4
$645K Buy
31,050
+2,985
+11% +$62K 0.21% 105
2021
Q3
$397K Sell
28,065
-925
-3% -$13.1K 0.12% 195
2021
Q2
$431K Buy
+28,990
New +$431K 0.13% 177