Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$716K Sell
3,974
-87
-2% -$15.7K 0.02% 632
2025
Q1
$677K Buy
4,061
+104
+3% +$17.3K 0.02% 593
2024
Q4
$716K Sell
3,957
-96
-2% -$17.4K 0.02% 589
2024
Q3
$675K Buy
4,053
+635
+19% +$106K 0.02% 605
2024
Q2
$587K Buy
3,418
+212
+7% +$36.4K 0.02% 645
2024
Q1
$586K Buy
3,206
+1,084
+51% +$198K 0.02% 643
2023
Q4
$350K Buy
2,122
+296
+16% +$48.8K 0.01% 766
2023
Q3
$270K Sell
1,826
-63
-3% -$9.31K 0.01% 814
2023
Q2
$306K Buy
1,889
+114
+6% +$18.5K 0.01% 801
2023
Q1
$258K Buy
1,775
+138
+8% +$20.1K 0.01% 825
2022
Q4
$229K Buy
+1,637
New +$229K 0.01% 826