Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
3,363
+382
+13% +$30.2K 0.02% 117
2025
Q1
$268K Sell
2,981
-606
-17% -$54.4K 0.03% 110
2024
Q4
$357K Sell
3,587
-1,057
-23% -$105K 0.04% 103
2024
Q3
$527K Buy
4,644
+1,658
+56% +$188K 0.06% 85
2024
Q2
$370K Buy
2,986
+554
+23% +$68.6K 0.05% 95
2024
Q1
$321K Buy
2,432
+183
+8% +$24.1K 0.04% 100
2023
Q4
$245K Buy
2,249
+6
+0.3% +$654 0.04% 100
2023
Q3
$231K Buy
2,243
+111
+5% +$11.4K 0.04% 91
2023
Q2
$246K Buy
2,132
+128
+6% +$14.8K 0.04% 82
2023
Q1
$213K Sell
2,004
-21
-1% -$2.23K 0.04% 86
2022
Q4
$225K Buy
+2,025
New +$225K 0.05% 85