Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
14,710
-3,005
-17% -$61.1K 0.02% 565
2025
Q1
$356K Buy
17,715
+4,271
+32% +$85.8K 0.02% 531
2024
Q4
$360K Buy
13,444
+1,451
+12% +$38.9K 0.02% 528
2024
Q3
$397K Sell
11,993
-7,822
-39% -$259K 0.02% 512
2024
Q2
$926K Buy
19,815
+1,140
+6% +$53.2K 0.06% 287
2024
Q1
$657K Buy
18,675
+559
+3% +$19.7K 0.04% 351
2023
Q4
$562K Sell
18,116
-49
-0.3% -$1.52K 0.04% 368
2023
Q3
$511K Buy
18,165
+952
+6% +$26.8K 0.04% 352
2023
Q2
$442K Buy
17,213
+1,221
+8% +$31.4K 0.04% 397
2023
Q1
$338K Buy
15,992
+851
+6% +$18K 0.03% 464
2022
Q4
$281K Buy
15,141
+194
+1% +$3.61K 0.03% 483
2022
Q3
$274K Buy
14,947
+717
+5% +$13.1K 0.03% 459
2022
Q2
$276K Sell
14,230
-2,668
-16% -$51.7K 0.03% 458
2022
Q1
$459K Buy
+16,898
New +$459K 0.04% 383