Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
2,772
-6
-0.2% -$914 0.04% 167
2025
Q1
$408K Buy
2,778
+1,084
+64% +$159K 0.04% 154
2024
Q4
$219K Buy
1,694
+341
+25% +$44K 0.02% 244
2024
Q3
$185K Buy
1,353
+86
+7% +$11.8K 0.02% 355
2024
Q2
$129K Sell
1,267
-184
-13% -$18.8K 0.01% 404
2024
Q1
$129K Sell
1,451
-48
-3% -$4.26K 0.02% 428
2023
Q4
$137K Buy
1,499
+432
+40% +$39.5K 0.02% 374
2023
Q3
$83.5K Sell
1,067
-188
-15% -$14.7K 0.01% 456
2023
Q2
$105K Sell
1,255
-20
-2% -$1.67K 0.02% 413
2023
Q1
$111K Buy
1,275
+217
+21% +$19K 0.02% 395
2022
Q4
$106K Buy
1,058
+7
+0.7% +$703 0.02% 391
2022
Q3
$97K Sell
1,051
-77
-7% -$7.11K 0.02% 381
2022
Q2
$122K Sell
1,128
-21
-2% -$2.27K 0.03% 316
2022
Q1
$143K Buy
1,149
+214
+23% +$26.6K 0.03% 344
2021
Q4
$139K Buy
+935
New +$139K 0.03% 346