Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
7,764
+74
+1% +$2.22K 0.1% 106
2025
Q1
$260K Sell
7,690
-49
-0.6% -$1.66K 0.12% 96
2024
Q4
$229K Buy
7,739
+78
+1% +$2.31K 0.11% 96
2024
Q3
$240K Buy
7,661
+118
+2% +$3.7K 0.12% 91
2024
Q2
$272K Buy
7,543
+51
+0.7% +$1.84K 0.15% 86
2024
Q1
$282K Sell
7,492
-1,426
-16% -$53.7K 0.16% 86
2023
Q4
$316K Sell
8,918
-837
-9% -$29.6K 0.19% 77
2023
Q3
$378K Sell
9,755
-2,171
-18% -$84.1K 0.26% 66
2023
Q2
$421K Buy
11,926
+45
+0.4% +$1.59K 0.28% 63
2023
Q1
$451K Sell
11,881
-316
-3% -$12K 0.32% 61
2022
Q4
$426K Sell
12,197
-620
-5% -$21.7K 0.31% 63
2022
Q3
$366K Sell
12,817
-6
-0% -$171 0.29% 66
2022
Q2
$364K Sell
12,823
-712
-5% -$20.2K 0.28% 71
2022
Q1
$398K Buy
13,535
+134
+1% +$3.94K 0.28% 71
2021
Q4
$357K Buy
+13,401
New +$357K 0.25% 76