Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2,347
-127
-5% -$19.3K 0.15% 152
2025
Q1
$363K Sell
2,474
-449
-15% -$66K 0.16% 139
2024
Q4
$377K Sell
2,923
-115
-4% -$14.8K 0.15% 142
2024
Q3
$415K Buy
3,038
+87
+3% +$11.9K 0.16% 141
2024
Q2
$302K Sell
2,951
-690
-19% -$70.5K 0.13% 162
2024
Q1
$323K Buy
3,641
+1,657
+84% +$147K 0.14% 160
2023
Q4
$181K Buy
+1,984
New +$181K 0.08% 192
2023
Q2
Sell
-91
Closed -$7.99K 889
2023
Q1
$7.99K Buy
+91
New +$7.99K ﹤0.01% 549
2022
Q4
Sell
-26
Closed -$2K 854
2022
Q3
$2K Buy
+26
New +$2K ﹤0.01% 666
2022
Q1
Sell
-2,506
Closed -$372K 651
2021
Q4
$372K Buy
+2,506
New +$372K 0.38% 66