Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$527K Buy
7,193
+552
+8% +$40.5K 0.05% 217
2024
Q4
$416K Sell
6,641
-280
-4% -$17.5K 0.04% 249
2024
Q3
$456K Sell
6,921
-589
-8% -$38.8K 0.04% 230
2024
Q2
$542K Buy
7,510
+158
+2% +$11.4K 0.05% 195
2024
Q1
$493K Sell
7,352
-440
-6% -$29.5K 0.05% 219
2023
Q4
$513K Buy
7,792
+692
+10% +$45.5K 0.05% 197
2023
Q3
$457K Buy
7,100
+1,305
+23% +$84K 0.05% 192
2023
Q2
$350K Sell
5,795
-1,737
-23% -$105K 0.04% 229
2023
Q1
$433K Buy
7,532
+161
+2% +$9.26K 0.05% 191
2022
Q4
$420K Sell
7,371
-109
-1% -$6.21K 0.05% 203
2022
Q3
$372K Buy
7,480
+891
+14% +$44.3K 0.06% 182
2022
Q2
$345K Buy
6,589
+2,073
+46% +$109K 0.06% 202
2022
Q1
$248K Buy
+4,516
New +$248K 0.04% 248