Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
1,798
+190
+12% +$66.7K 0.01% 611
2025
Q1
$509K Sell
1,608
-34
-2% -$10.8K 0.01% 631
2024
Q4
$566K Sell
1,642
-21
-1% -$7.24K 0.01% 602
2024
Q3
$530K Sell
1,663
-188
-10% -$59.9K 0.01% 598
2024
Q2
$595K Buy
1,851
+141
+8% +$45.3K 0.02% 491
2024
Q1
$594K Buy
1,710
+215
+14% +$74.7K 0.02% 493
2023
Q4
$543K Sell
1,495
-49
-3% -$17.8K 0.02% 473
2023
Q3
$459K Buy
1,544
+40
+3% +$11.9K 0.02% 463
2023
Q2
$497K Buy
1,504
+19
+1% +$6.28K 0.02% 455
2023
Q1
$494K Sell
1,485
-20
-1% -$6.66K 0.03% 399
2022
Q4
$364K Buy
+1,505
New +$364K 0.02% 471
2021
Q1
Sell
-88
Closed -$32K 503
2020
Q4
$32K Buy
+88
New +$32K ﹤0.01% 866