Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
3,246
-705
-18% -$107K 0.04% 412
2025
Q1
$572K Buy
3,951
+923
+30% +$134K 0.05% 344
2024
Q4
$391K Buy
3,028
+325
+12% +$42K 0.04% 439
2024
Q3
$371K Buy
2,703
+106
+4% +$14.6K 0.04% 381
2024
Q2
$265K Sell
2,597
-791
-23% -$80.8K 0.04% 308
2024
Q1
$300K Buy
3,388
+191
+6% +$16.9K 0.05% 297
2023
Q4
$292K Buy
3,197
+208
+7% +$19K 0.04% 383
2023
Q3
$234K Buy
2,989
+74
+3% +$5.79K 0.05% 267
2023
Q2
$244K Buy
2,915
+168
+6% +$14.1K 0.04% 386
2023
Q1
$241K Sell
2,747
-178
-6% -$15.6K 0.04% 333
2022
Q4
$293K Sell
2,925
-64
-2% -$6.41K 0.06% 231
2022
Q3
$234K Buy
2,989
+305
+11% +$23.9K 0.05% 267
2022
Q2
$301K Buy
+2,684
New +$301K 0.07% 198