Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$891K Buy
3,934
+131
+3% +$29.7K 0.19% 95
2025
Q1
$631K Sell
3,803
-136
-3% -$22.6K 0.15% 112
2024
Q4
$778K Buy
3,939
+87
+2% +$17.2K 0.17% 101
2024
Q3
$669K Sell
3,852
-21
-0.5% -$3.65K 0.15% 112
2024
Q2
$673K Sell
3,873
-55
-1% -$9.56K 0.16% 109
2024
Q1
$534K Buy
3,928
+252
+7% +$34.3K 0.13% 125
2023
Q4
$382K Buy
3,676
+300
+9% +$31.2K 0.1% 140
2023
Q3
$293K Sell
3,376
-40
-1% -$3.48K 0.08% 154
2023
Q2
$345K Buy
3,416
+148
+5% +$14.9K 0.1% 145
2023
Q1
$304K Buy
3,268
+236
+8% +$22K 0.09% 158
2022
Q4
$226K Buy
+3,032
New +$226K 0.07% 185
2022
Q2
Sell
-2,492
Closed -$260K 222
2022
Q1
$260K Buy
2,492
+384
+18% +$40.1K 0.08% 179
2021
Q4
$254K Buy
+2,108
New +$254K 0.07% 184