Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
11,036
-975
-8% -$50.5K 0.04% 379
2025
Q1
$561K Buy
12,011
+416
+4% +$19.4K 0.03% 397
2024
Q4
$594K Buy
11,595
+118
+1% +$6.05K 0.04% 371
2024
Q3
$510K Sell
11,477
-910
-7% -$40.5K 0.03% 437
2024
Q2
$498K Buy
12,387
+845
+7% +$34K 0.03% 445
2024
Q1
$462K Buy
11,542
+261
+2% +$10.5K 0.03% 455
2023
Q4
$425K Sell
11,281
-476
-4% -$17.9K 0.03% 447
2023
Q3
$327K Buy
11,757
+1,431
+14% +$39.8K 0.03% 475
2023
Q2
$312K Sell
10,326
-128
-1% -$3.87K 0.03% 500
2023
Q1
$322K Sell
10,454
-510
-5% -$15.7K 0.03% 472
2022
Q4
$412K Buy
10,964
+236
+2% +$8.86K 0.04% 359
2022
Q3
$402K Sell
10,728
-775
-7% -$29K 0.04% 341
2022
Q2
$415K Buy
+11,503
New +$415K 0.04% 353