Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
806
+3
+0.4% +$774 0.02% 270
2025
Q1
$180K Sell
803
-14
-2% -$3.13K 0.02% 277
2024
Q4
$187K Sell
817
-1
-0.1% -$229 0.02% 269
2024
Q3
$198K Sell
818
-5
-0.6% -$1.21K 0.02% 337
2024
Q2
$157K Buy
823
+66
+9% +$12.6K 0.02% 362
2024
Q1
$150K Sell
757
-26
-3% -$5.15K 0.02% 391
2023
Q4
$135K Buy
783
+38
+5% +$6.53K 0.02% 378
2023
Q3
$110K Buy
745
+57
+8% +$8.43K 0.02% 386
2023
Q2
$150K Buy
688
+8
+1% +$1.75K 0.02% 337
2023
Q1
$149K Buy
680
+13
+2% +$2.85K 0.03% 334
2022
Q4
$139K Buy
667
+35
+6% +$7.29K 0.03% 337
2022
Q3
$138K Buy
632
+10
+2% +$2.18K 0.03% 309
2022
Q2
$130K Buy
622
+37
+6% +$7.73K 0.03% 307
2022
Q1
$142K Sell
585
-28
-5% -$6.8K 0.03% 345
2021
Q4
$160K Buy
+613
New +$160K 0.03% 318