Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Sell
2,697
-3
-0.1% -$457 0.19% 93
2025
Q1
$396K Buy
2,700
+97
+4% +$14.2K 0.2% 92
2024
Q4
$336K Sell
2,603
-727
-22% -$93.8K 0.17% 97
2024
Q3
$455K Buy
3,330
+463
+16% +$63.3K 0.22% 79
2024
Q2
$293K Sell
2,867
-220
-7% -$22.5K 0.15% 101
2024
Q1
$274K Buy
3,087
+452
+17% +$40.1K 0.14% 107
2023
Q4
$241K Sell
2,635
-943
-26% -$86.2K 0.13% 111
2023
Q3
$280K Buy
3,578
+702
+24% +$55K 0.17% 95
2023
Q2
$241K Sell
2,876
-1,457
-34% -$122K 0.14% 107
2023
Q1
$381K Buy
4,333
+8
+0.2% +$703 0.24% 83
2022
Q4
$434K Buy
4,325
+1,498
+53% +$150K 0.28% 77
2022
Q3
$261K Sell
2,827
-628
-18% -$58K 0.19% 99
2022
Q2
$374K Sell
3,455
-28
-0.8% -$3.03K 0.26% 80
2022
Q1
$434K Buy
3,483
+446
+15% +$55.6K 0.27% 85
2021
Q4
$451K Buy
3,037
+738
+32% +$110K 0.28% 87
2021
Q3
$337K Buy
2,299
+22
+1% +$3.23K 0.25% 94
2021
Q2
$378 Hold
2,277
0.18% 90
2021
Q1
$367 Buy
+2,277
New +$367 0.2% 91