Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
10,971
-4,944
-31% -$61.5K 0.03% 233
2025
Q1
$242K Buy
15,915
+335
+2% +$5.1K 0.04% 226
2024
Q4
$227K Buy
15,580
+216
+1% +$3.15K 0.04% 215
2024
Q3
$245K Sell
15,364
-290
-2% -$4.63K 0.04% 210
2024
Q2
$298K Sell
15,654
-818
-5% -$15.6K 0.06% 202
2024
Q1
$322K Sell
16,472
-548
-3% -$10.7K 0.06% 193
2023
Q4
$294K Sell
17,020
-1,332
-7% -$23K 0.06% 193
2023
Q3
$384K Buy
18,352
+944
+5% +$19.7K 0.09% 175
2023
Q2
$279K Buy
17,408
+702
+4% +$11.3K 0.06% 182
2023
Q1
$309K Buy
16,706
+121
+0.7% +$2.24K 0.07% 168
2022
Q4
$346K Buy
16,585
+3,044
+22% +$63.6K 0.09% 159
2022
Q3
$219K Buy
13,541
+467
+4% +$7.55K 0.06% 165
2022
Q2
$221K Sell
13,074
-1,441
-10% -$24.4K 0.06% 161
2022
Q1
$285K Buy
14,515
+1,323
+10% +$26K 0.07% 172
2021
Q4
$179K Buy
+13,192
New +$179K 0.04% 199