Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
3,232
+385
+14% +$28.7K 0.02% 241
2025
Q1
$193K Sell
2,847
-69
-2% -$4.67K 0.02% 265
2024
Q4
$181K Sell
2,916
-109
-4% -$6.75K 0.02% 277
2024
Q3
$196K Buy
3,025
+282
+10% +$18.3K 0.02% 341
2024
Q2
$147K Sell
2,743
-430
-14% -$23.1K 0.02% 376
2024
Q1
$167K Buy
3,173
+202
+7% +$10.7K 0.02% 365
2023
Q4
$130K Buy
2,971
+282
+10% +$12.3K 0.02% 384
2023
Q3
$119K Sell
2,689
-27
-1% -$1.19K 0.02% 371
2023
Q2
$121K Buy
2,716
+43
+2% +$1.92K 0.02% 380
2023
Q1
$119K Buy
2,673
+73
+3% +$3.24K 0.02% 380
2022
Q4
$108K Sell
2,600
-615
-19% -$25.5K 0.02% 387
2022
Q3
$118K Buy
3,215
+253
+9% +$9.29K 0.02% 338
2022
Q2
$123K Sell
2,962
-118
-4% -$4.9K 0.03% 311
2022
Q1
$176K Buy
3,080
+1,021
+50% +$58.3K 0.03% 298
2021
Q4
$137K Buy
+2,059
New +$137K 0.03% 349