Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
1,446
+337
+30% +$76.6K 0.02% 501
2025
Q1
$270K Sell
1,109
-47
-4% -$11.5K 0.02% 615
2024
Q4
$325K Sell
1,156
-116
-9% -$32.6K 0.02% 568
2024
Q3
$348K Sell
1,272
-11
-0.9% -$3.01K 0.02% 550
2024
Q2
$385K Buy
1,283
+20
+2% +$6K 0.03% 483
2024
Q1
$366K Buy
1,263
+188
+17% +$54.5K 0.03% 474
2023
Q4
$272K Sell
1,075
-138
-11% -$34.9K 0.02% 511
2023
Q3
$321K Sell
1,213
-11
-0.9% -$2.91K 0.03% 436
2023
Q2
$303K Sell
1,224
-13
-1% -$3.22K 0.02% 518
2023
Q1
$283K Buy
+1,237
New +$283K 0.02% 509
2022
Q1
Sell
-851
Closed -$220K 444
2021
Q4
$220K Buy
+851
New +$220K 0.02% 489