Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
9,351
-1,369
-13% -$33.5K 0.01% 576
2025
Q1
$297K Buy
10,720
+103
+1% +$2.85K 0.02% 590
2024
Q4
$346K Sell
10,617
-292
-3% -$9.53K 0.02% 549
2024
Q3
$391K Sell
10,909
-878
-7% -$31.5K 0.02% 517
2024
Q2
$413K Buy
11,787
+1,312
+13% +$45.9K 0.03% 469
2024
Q1
$317K Buy
10,475
+872
+9% +$26.4K 0.02% 507
2023
Q4
$289K Buy
9,603
+107
+1% +$3.22K 0.02% 493
2023
Q3
$244K Buy
9,496
+69
+0.7% +$1.77K 0.02% 517
2023
Q2
$289K Buy
9,427
+44
+0.5% +$1.35K 0.02% 530
2023
Q1
$275K Sell
9,383
-763
-8% -$22.4K 0.02% 521
2022
Q4
$273K Buy
10,146
+2,035
+25% +$54.7K 0.03% 473
2022
Q3
$202K Sell
8,111
-21
-0.3% -$523 0.02% 488
2022
Q2
$267K Buy
8,132
+18
+0.2% +$591 0.03% 331
2022
Q1
$295K Buy
8,114
+1,712
+27% +$62.2K 0.03% 339
2021
Q4
$241K Buy
+6,402
New +$241K 0.02% 472