Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
1,004
+71
+8% +$20.6K 0.03% 212
2025
Q1
$282K Sell
933
-12
-1% -$3.62K 0.03% 205
2024
Q4
$261K Buy
945
+4
+0.4% +$1.11K 0.03% 210
2024
Q3
$271K Sell
941
-43
-4% -$12.4K 0.03% 273
2024
Q2
$251K Buy
984
+7
+0.7% +$1.79K 0.03% 272
2024
Q1
$253K Sell
977
-181
-16% -$46.9K 0.03% 279
2023
Q4
$262K Buy
1,158
+143
+14% +$32.3K 0.04% 257
2023
Q3
$211K Buy
1,015
+28
+3% +$5.83K 0.03% 266
2023
Q2
$190K Sell
987
-136
-12% -$26.2K 0.03% 296
2023
Q1
$218K Buy
1,123
+144
+15% +$28K 0.04% 259
2022
Q4
$216K Sell
979
-39
-4% -$8.61K 0.04% 250
2022
Q3
$185K Buy
1,018
+31
+3% +$5.63K 0.04% 255
2022
Q2
$194K Buy
987
+142
+17% +$27.9K 0.04% 236
2022
Q1
$181K Sell
845
-3,403
-80% -$729K 0.03% 288
2021
Q4
$821K Buy
+4,248
New +$821K 0.17% 100