Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
1,302
+106
+9% +$29.1K 0.03% 397
2025
Q1
$250K Sell
1,196
-2
-0.2% -$419 0.02% 440
2024
Q4
$252K Sell
1,198
-12
-1% -$2.52K 0.02% 517
2024
Q3
$288K Sell
1,210
-86
-7% -$20.5K 0.02% 503
2024
Q2
$291K Hold
1,296
0.09% 117
2024
Q1
$280K Sell
1,296
-11
-0.8% -$2.37K 0.02% 449
2023
Q4
$275K Buy
1,307
+12
+0.9% +$2.53K 0.02% 452
2023
Q3
$226K Sell
1,295
-35
-3% -$6.1K 0.02% 450
2023
Q2
$260K Sell
1,330
-97
-7% -$19K 0.02% 448
2023
Q1
$280K Sell
1,427
-264
-16% -$51.8K 0.03% 382
2022
Q4
$352K Sell
1,691
-72
-4% -$15K 0.03% 384
2022
Q3
$366K Buy
1,763
+204
+13% +$42.4K 0.03% 348
2022
Q2
$360K Sell
1,559
-57
-4% -$13.2K 0.03% 370
2022
Q1
$402K Buy
1,616
+163
+11% +$40.5K 0.03% 357
2021
Q4
$310K Buy
+1,453
New +$310K 0.02% 412