Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
2,004
-1,730
-46% -$263K 0.03% 147
2025
Q1
$548K Buy
3,734
+841
+29% +$124K 0.04% 120
2024
Q4
$373K Sell
2,893
-5
-0.2% -$645 0.04% 135
2024
Q3
$396K Buy
2,898
+2
+0.1% +$273 0.04% 130
2024
Q2
$296K Sell
2,896
-624
-18% -$63.8K 0.03% 140
2024
Q1
$312K Buy
3,520
+199
+6% +$17.6K 0.03% 133
2023
Q4
$304K Sell
3,321
-147
-4% -$13.4K 0.04% 131
2023
Q3
$272K Buy
3,468
+132
+4% +$10.3K 0.04% 126
2023
Q2
$279K Sell
3,336
-830
-20% -$69.5K 0.04% 111
2023
Q1
$366K Sell
4,166
-495
-11% -$43.5K 0.05% 97
2022
Q4
$467K Buy
4,661
+1,728
+59% +$173K 0.07% 83
2022
Q3
$271K Buy
+2,933
New +$271K 0.05% 105