Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
10,476
+584
+6% +$18.4K 0.06% 304
2025
Q1
$347K Sell
9,892
-166
-2% -$5.82K 0.07% 275
2024
Q4
$428K Sell
10,058
-5,613
-36% -$239K 0.08% 232
2024
Q3
$332K Buy
15,671
+469
+3% +$9.95K 0.05% 380
2024
Q2
$306K Buy
15,202
+105
+0.7% +$2.11K 0.05% 377
2024
Q1
$299K Buy
15,097
+168
+1% +$3.33K 0.05% 400
2023
Q4
$257K Sell
14,929
-564
-4% -$9.7K 0.04% 415
2023
Q3
$190K Sell
15,493
-2,668
-15% -$32.7K 0.04% 440
2023
Q2
$270K Sell
18,161
-3,243
-15% -$48.3K 0.05% 359
2023
Q1
$235K Buy
21,404
+589
+3% +$6.47K 0.05% 394
2022
Q4
$191K Buy
+20,815
New +$191K 0.04% 430