Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
13,926
+1,531
+12% +$44.3K 0.1% 147
2025
Q1
$351K Sell
12,395
-732
-6% -$20.7K 0.1% 143
2024
Q4
$299K Sell
13,127
-1,982
-13% -$45.1K 0.09% 150
2024
Q3
$332K Buy
15,109
+280
+2% +$6.16K 0.1% 148
2024
Q2
$283K Buy
14,829
+303
+2% +$5.79K 0.09% 149
2024
Q1
$256K Buy
+14,526
New +$256K 0.09% 147
2023
Q2
$255K Sell
16,011
-773
-5% -$12.3K 0.08% 167
2023
Q1
$323K Buy
+16,784
New +$323K 0.11% 131
2022
Q4
Sell
-13,520
Closed -$207K 133
2022
Q3
$207K Buy
+13,520
New +$207K 0.13% 98