Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
9,005
+5,765
+178% +$410K 0.04% 201
2025
Q1
$206K Sell
3,240
-2,021
-38% -$128K 0.02% 372
2024
Q4
$398K Buy
5,261
+1,539
+41% +$116K 0.03% 246
2024
Q3
$329K Buy
3,722
+80
+2% +$7.07K 0.03% 271
2024
Q2
$275K Buy
3,642
+352
+11% +$26.5K 0.03% 274
2024
Q1
$309K Sell
3,290
-355
-10% -$33.4K 0.03% 234
2023
Q4
$396K Buy
3,645
+121
+3% +$13.1K 0.05% 159
2023
Q3
$337K Sell
3,524
-446
-11% -$42.6K 0.05% 171
2023
Q2
$438K Buy
3,970
+146
+4% +$16.1K 0.06% 128
2023
Q1
$469K Buy
3,824
+1,521
+66% +$187K 0.08% 106
2022
Q4
$269K Buy
+2,303
New +$269K 0.06% 120