Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Sell
5,692
-183
-3% -$14.5K 0.21% 94
2025
Q1
$527K Sell
5,875
-201
-3% -$18K 0.26% 83
2024
Q4
$604K Sell
6,076
-791
-12% -$78.7K 0.3% 72
2024
Q3
$780K Buy
6,867
+442
+7% +$50.2K 0.39% 56
2024
Q2
$795K Buy
6,425
+6
+0.1% +$742 0.45% 50
2024
Q1
$847K Buy
6,419
+11
+0.2% +$1.45K 0.49% 46
2023
Q4
$699K Sell
6,408
-11
-0.2% -$1.2K 0.45% 50
2023
Q3
$661K Sell
6,419
-215
-3% -$22.1K 0.48% 50
2023
Q2
$766K Buy
6,634
+35
+0.5% +$4.04K 0.54% 44
2023
Q1
$702K Buy
6,599
+12
+0.2% +$1.28K 0.53% 48
2022
Q4
$731K Buy
6,587
+491
+8% +$54.5K 0.58% 46
2022
Q3
$525K Buy
6,096
+255
+4% +$22K 0.46% 56
2022
Q2
$533K Sell
5,841
-696
-11% -$63.5K 0.45% 53
2022
Q1
$536K Buy
6,537
+441
+7% +$36.2K 0.37% 62
2021
Q4
$467K Buy
+6,096
New +$467K 0.31% 66