Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$965K Buy
25,119
+1,126
+5% +$43.2K 0.17% 92
2025
Q1
$929K Sell
23,993
-1,240
-5% -$48K 0.19% 90
2024
Q4
$853K Sell
25,233
-1,569
-6% -$53.1K 0.2% 98
2024
Q3
$1.1M Buy
26,802
+670
+3% +$27.4K 0.27% 83
2024
Q2
$1.01M Sell
26,132
-973
-4% -$37.5K 0.25% 86
2024
Q1
$1.16M Buy
27,105
+289
+1% +$12.4K 0.29% 83
2023
Q4
$994K Buy
26,816
+1,903
+8% +$70.5K 0.27% 89
2023
Q3
$903K Sell
24,913
-9,791
-28% -$355K 0.28% 82
2023
Q2
$801K Buy
34,704
+25,402
+273% +$586K 0.23% 90
2023
Q1
$331K Sell
9,302
-2,105
-18% -$74.9K 0.11% 146
2022
Q4
$401K Buy
+11,407
New +$401K 0.14% 122