Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
22,788
+5,185
+29% +$136K 0.01% 657
2025
Q1
$668K Sell
17,603
-9
-0.1% -$342 0.01% 554
2024
Q4
$905K Sell
17,612
-174
-1% -$8.94K 0.02% 509
2024
Q3
$910K Sell
17,786
-281
-2% -$14.4K 0.02% 485
2024
Q2
$827K Buy
18,067
+205
+1% +$9.39K 0.02% 446
2024
Q1
$902K Buy
17,862
+1,746
+11% +$88.2K 0.02% 443
2023
Q4
$767K Sell
16,116
-1,228
-7% -$58.4K 0.02% 439
2023
Q3
$773K Buy
17,344
+240
+1% +$10.7K 0.02% 395
2023
Q2
$894K Buy
17,104
+2,610
+18% +$136K 0.03% 367
2023
Q1
$863K Buy
14,494
+1,621
+13% +$96.5K 0.03% 331
2022
Q4
$633K Sell
12,873
-749
-5% -$36.8K 0.03% 341
2022
Q3
$561K Buy
13,622
+3,786
+38% +$156K 0.03% 341
2022
Q2
$498K Buy
+9,836
New +$498K 0.02% 391