Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
2,099
+61
+3% +$19.4K 0.08% 197
2025
Q1
$528K Sell
2,038
-56
-3% -$14.5K 0.07% 213
2024
Q4
$846K Sell
2,094
-67
-3% -$27.1K 0.11% 173
2024
Q3
$565K Sell
2,161
-70
-3% -$18.3K 0.07% 203
2024
Q2
$441K Sell
2,231
-248
-10% -$49.1K 0.06% 219
2024
Q1
$436K Buy
2,479
+90
+4% +$15.8K 0.06% 219
2023
Q4
$594K Sell
2,389
-2,922
-55% -$726K 0.09% 182
2023
Q3
$1.33M Buy
5,311
+238
+5% +$59.6K 0.21% 121
2023
Q2
$1.33M Buy
5,073
+149
+3% +$39K 0.2% 128
2023
Q1
$2.28M Buy
4,924
+342
+7% +$158K 0.35% 92
2022
Q4
$564K Buy
4,582
+185
+4% +$22.8K 0.09% 191
2022
Q3
$1.17M Buy
+4,397
New +$1.17M 0.19% 131