Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
14,223
+37
+0.3% +$401 0.08% 80
2025
Q1
$142K Buy
14,186
+555
+4% +$5.57K 0.08% 79
2024
Q4
$135K Sell
13,631
-95
-0.7% -$941 0.07% 83
2024
Q3
$145K Buy
13,726
+528
+4% +$5.58K 0.08% 75
2024
Q2
$165K Sell
13,198
-482
-4% -$6.04K 0.1% 67
2024
Q1
$182K Sell
13,680
-828
-6% -$11K 0.12% 63
2023
Q4
$177K Sell
14,508
-2,451
-14% -$29.9K 0.12% 58
2023
Q3
$211K Buy
16,959
+376
+2% +$4.67K 0.19% 39
2023
Q2
$251K Buy
16,583
+302
+2% +$4.57K 0.21% 32
2023
Q1
$205K Buy
16,281
+133
+0.8% +$1.68K 0.2% 35
2022
Q4
$188K Buy
16,148
+33
+0.2% +$384 0.2% 35
2022
Q3
$180K Buy
16,115
+1,019
+7% +$11.4K 0.2% 33
2022
Q2
$168K Buy
15,096
+15
+0.1% +$167 0.16% 37
2022
Q1
$255K Sell
15,081
-142
-0.9% -$2.4K 0.22% 31
2021
Q4
$316K Buy
+15,223
New +$316K 0.23% 28