Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$393K Sell
1,195
-92
-7% -$30.3K 0.03% 230
2024
Q4
$355K Sell
1,287
-50
-4% -$13.8K 0.03% 252
2024
Q3
$463K Sell
1,337
-40
-3% -$13.9K 0.04% 213
2024
Q2
$455K Buy
1,377
+67
+5% +$22.1K 0.05% 213
2024
Q1
$476K Sell
1,310
-29
-2% -$10.5K 0.05% 199
2023
Q4
$401K Buy
1,339
+75
+6% +$22.5K 0.04% 211
2023
Q3
$362K Buy
1,264
+86
+7% +$24.6K 0.04% 212
2023
Q2
$331K Buy
1,178
+57
+5% +$16K 0.04% 229
2023
Q1
$286K Sell
1,121
-627
-36% -$160K 0.04% 253
2022
Q4
$579K Sell
1,748
-111
-6% -$36.8K 0.08% 153
2022
Q3
$516K Sell
1,859
-168
-8% -$46.6K 0.08% 151
2022
Q2
$534K Buy
2,027
+403
+25% +$106K 0.08% 150
2022
Q1
$389K Buy
1,624
+654
+67% +$157K 0.05% 205
2021
Q4
$223K Buy
+970
New +$223K 0.03% 307