Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
2,213
+99
+5% +$23.1K 0.01% 703
2025
Q1
$462K Sell
2,114
-771
-27% -$168K 0.01% 668
2024
Q4
$591K Sell
2,885
-56
-2% -$11.5K 0.01% 607
2024
Q3
$490K Buy
2,941
+1,242
+73% +$207K 0.01% 623
2024
Q2
$243K Sell
1,699
-56
-3% -$8.01K 0.01% 689
2024
Q1
$293K Buy
+1,755
New +$293K 0.01% 671
2023
Q3
Sell
-5,699
Closed -$1.83M 662
2023
Q2
$1.83M Sell
5,699
-104
-2% -$33.4K 0.06% 266
2023
Q1
$1.76M Buy
5,803
+283
+5% +$86K 0.07% 245
2022
Q4
$1.71M Sell
5,520
-217
-4% -$67.3K 0.07% 233
2022
Q3
$1.89M Buy
5,737
+1,066
+23% +$352K 0.09% 196
2022
Q2
$1.31M Buy
+4,671
New +$1.31M 0.06% 256