Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Buy
6,294
+117
+2% +$3.39K 0.07% 103
2025
Q1
$175K Buy
6,177
+440
+8% +$12.4K 0.08% 96
2024
Q4
$131K Sell
5,737
-23
-0.4% -$524 0.06% 120
2024
Q3
$127K Sell
5,760
-2,818
-33% -$62K 0.06% 129
2024
Q2
$164K Buy
8,578
+467
+6% +$8.92K 0.09% 106
2024
Q1
$143K Buy
8,111
+4,208
+108% +$74.1K 0.08% 114
2023
Q4
$65.5K Sell
3,903
-2,906
-43% -$48.8K 0.05% 130
2023
Q3
$102K Sell
6,809
-99
-1% -$1.49K 0.08% 90
2023
Q2
$110K Buy
6,908
+62
+0.9% +$989 0.09% 99
2023
Q1
$132K Buy
6,846
+54
+0.8% +$1.04K 0.1% 86
2022
Q4
$125K Buy
6,792
+57
+0.8% +$1.05K 0.1% 85
2022
Q3
$103K Sell
6,735
-42
-0.6% -$642 0.09% 88
2022
Q2
$142K Sell
6,777
-2,123
-24% -$44.5K 0.14% 73
2022
Q1
$159K Sell
8,900
-11
-0.1% -$197 0.14% 75
2021
Q4
$166K Buy
+8,911
New +$166K 0.16% 72