Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
1,521
-21
-1% -$2.84K 0.08% 163
2025
Q1
$221K Buy
1,542
+1
+0.1% +$143 0.1% 133
2024
Q4
$228K Sell
1,541
-99
-6% -$14.7K 0.1% 133
2024
Q3
$278K Sell
1,640
-90
-5% -$15.3K 0.13% 118
2024
Q2
$280K Buy
1,730
+52
+3% +$8.42K 0.14% 114
2024
Q1
$283K Sell
1,678
-3
-0.2% -$507 0.16% 110
2023
Q4
$284K Buy
1,681
+23
+1% +$3.89K 0.19% 104
2023
Q3
$280K Sell
1,658
-84
-5% -$14.2K 0.21% 98
2023
Q2
$331K Buy
1,742
+6
+0.3% +$1.14K 0.23% 84
2023
Q1
$319K Buy
1,736
+6
+0.3% +$1.1K 0.24% 83
2022
Q4
$308K Buy
1,730
+23
+1% +$4.09K 0.23% 86
2022
Q3
$279K Buy
1,707
+412
+32% +$67.3K 0.24% 86
2022
Q2
$221K Sell
1,295
-458
-26% -$78.2K 0.17% 118
2022
Q1
$301K Buy
1,753
+38
+2% +$6.53K 0.23% 93
2021
Q4
$291K Buy
+1,715
New +$291K 0.23% 98