Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,832
-539
-23% -$84.9K 0.08% 197
2025
Q1
$418K Buy
2,371
+246
+12% +$43.4K 0.13% 165
2024
Q4
$418K Hold
2,125
0.13% 165
2024
Q3
$504K Buy
2,125
+11
+0.5% +$2.61K 0.15% 146
2024
Q2
$447K Buy
2,114
+49
+2% +$10.4K 0.15% 144
2024
Q1
$522K Buy
2,065
+5
+0.2% +$1.26K 0.18% 128
2023
Q4
$477K Sell
2,060
-121
-6% -$28K 0.18% 127
2023
Q3
$429K Sell
2,181
-26
-1% -$5.12K 0.17% 137
2023
Q2
$496K Buy
2,207
+31
+1% +$6.97K 0.18% 128
2023
Q1
$433K Buy
2,176
+482
+28% +$95.9K 0.18% 126
2022
Q4
$347K Buy
1,694
+62
+4% +$12.7K 0.16% 133
2022
Q3
$296K Hold
1,632
0.15% 142
2022
Q2
$354K Buy
+1,632
New +$354K 0.16% 132