Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
10,930
-1,349
-11% -$66.2K 0.36% 84
2025
Q1
$695K Buy
12,279
+2,387
+24% +$135K 0.46% 68
2024
Q4
$568K Buy
9,892
+2,064
+26% +$118K 0.37% 87
2024
Q3
$410K Sell
7,828
-34
-0.4% -$1.78K 0.27% 105
2024
Q2
$426K Buy
7,862
+1,224
+18% +$66.3K 0.29% 101
2024
Q1
$384K Buy
6,638
+77
+1% +$4.46K 0.27% 111
2023
Q4
$321K Buy
6,561
+1,615
+33% +$79.1K 0.26% 120
2023
Q3
$213K Sell
4,946
-472
-9% -$20.3K 0.18% 158
2023
Q2
$247K Sell
5,418
-1,210
-18% -$55.2K 0.2% 151
2023
Q1
$249K Sell
6,628
-590
-8% -$22.2K 0.19% 157
2022
Q4
$220K Buy
+7,218
New +$220K 0.17% 171