Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
1,646
+173
+12% +$82.5K 0.18% 97
2025
Q1
$686K Sell
1,473
-733
-33% -$341K 0.19% 94
2024
Q4
$924K Buy
2,206
+536
+32% +$224K 0.26% 86
2024
Q3
$796K Buy
1,670
+194
+13% +$92.5K 0.23% 99
2024
Q2
$648K Buy
1,476
+528
+56% +$232K 0.21% 100
2024
Q1
$440K Buy
948
+752
+384% +$349K 0.16% 149
2023
Q4
$80.5K Sell
196
-179
-48% -$73.5K 0.03% 345
2023
Q3
$140K Sell
375
-13
-3% -$4.84K 0.04% 285
2023
Q2
$148K Hold
388
0.04% 288
2023
Q1
$138K Sell
388
-19
-5% -$6.75K 0.04% 294
2022
Q4
$133K Buy
+407
New +$133K 0.04% 303