Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
2,101
+26
+1% +$3.44K 0.02% 375
2025
Q1
$248K Sell
2,075
-35
-2% -$4.18K 0.02% 373
2024
Q4
$277K Buy
2,110
+205
+11% +$26.9K 0.02% 313
2024
Q3
$242K Sell
1,905
-394
-17% -$50K 0.02% 362
2024
Q2
$349K Buy
2,299
+25
+1% +$3.79K 0.04% 232
2024
Q1
$375K Buy
2,274
+208
+10% +$34.3K 0.04% 209
2023
Q4
$281K Buy
2,066
+23
+1% +$3.13K 0.03% 249
2023
Q3
$280K Sell
2,043
-839
-29% -$115K 0.04% 221
2023
Q2
$369K Buy
2,882
+340
+13% +$43.6K 0.05% 176
2023
Q1
$316K Buy
2,542
+24
+1% +$2.99K 0.04% 186
2022
Q4
$215K Sell
2,518
-502
-17% -$42.9K 0.03% 192
2022
Q3
$317K Buy
3,020
+751
+33% +$78.8K 0.06% 128
2022
Q2
$202K Sell
2,269
-28
-1% -$2.49K 0.04% 188
2022
Q1
$395K Sell
2,297
-28
-1% -$4.82K 0.07% 119
2021
Q4
$387K Buy
2,325
+60
+3% +$9.99K 0.07% 114
2021
Q3
$380K Buy
2,265
+104
+5% +$17.4K 0.09% 110
2021
Q2
$331K Buy
+2,161
New +$331K 0.08% 118