Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
1,609
-152
-9% -$42.5K 0.04% 438
2025
Q1
$541K Buy
1,761
+70
+4% +$21.5K 0.05% 356
2024
Q4
$439K Buy
1,691
+268
+19% +$69.5K 0.04% 412
2024
Q3
$459K Sell
1,423
-210
-13% -$67.8K 0.05% 345
2024
Q2
$510K Buy
1,633
+364
+29% +$114K 0.08% 217
2024
Q1
$361K Sell
1,269
-97
-7% -$27.6K 0.06% 270
2023
Q4
$393K Buy
1,366
+187
+16% +$53.8K 0.05% 323
2023
Q3
$317K Sell
1,179
-3,542
-75% -$952K 0.07% 218
2023
Q2
$1.05M Buy
4,721
+3,343
+243% +$742K 0.17% 123
2023
Q1
$333K Buy
1,378
+74
+6% +$17.9K 0.05% 259
2022
Q4
$342K Buy
1,304
+125
+11% +$32.8K 0.06% 213
2022
Q3
$317K Sell
1,179
-407
-26% -$109K 0.07% 218
2022
Q2
$393K Buy
1,586
+423
+36% +$105K 0.09% 156
2022
Q1
$294K Buy
+1,163
New +$294K 0.06% 236