Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
2,943
+53
+2% +$4.88K 0.06% 168
2025
Q1
$211K Buy
2,890
+396
+16% +$28.9K 0.06% 176
2024
Q4
$150K Sell
2,494
-549
-18% -$33.1K 0.04% 231
2024
Q3
$229K Sell
3,043
-473
-13% -$35.6K 0.07% 195
2024
Q2
$256K Sell
3,516
-629
-15% -$45.7K 0.08% 183
2024
Q1
$319K Sell
4,145
-574
-12% -$44.2K 0.11% 175
2023
Q4
$291K Sell
4,719
-3,202
-40% -$197K 0.12% 183
2023
Q3
$364K Buy
7,921
+1,408
+22% +$64.8K 0.11% 169
2023
Q2
$281K Sell
6,513
-242
-4% -$10.4K 0.08% 205
2023
Q1
$214K Buy
6,755
+1,360
+25% +$43.1K 0.06% 235
2022
Q4
$133K Buy
+5,395
New +$133K 0.04% 304