Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
3,920
+829
+27% +$58.9K 0.02% 557
2025
Q1
$196K Sell
3,091
-238
-7% -$15.1K 0.02% 595
2024
Q4
$248K Buy
3,329
+456
+16% +$34K 0.02% 550
2024
Q3
$257K Buy
2,873
+672
+31% +$60.1K 0.03% 450
2024
Q2
$166K Sell
2,201
-525
-19% -$39.6K 0.02% 401
2024
Q1
$256K Buy
2,726
+84
+3% +$7.89K 0.04% 326
2023
Q4
$287K Buy
2,642
+770
+41% +$83.6K 0.04% 386
2023
Q3
$179K Sell
1,872
-615
-25% -$58.8K 0.04% 305
2023
Q2
$274K Buy
2,487
+775
+45% +$85.4K 0.04% 363
2023
Q1
$210K Buy
+1,712
New +$210K 0.03% 367
2022
Q4
Sell
-1,872
Closed -$179K 411
2022
Q3
$179K Buy
+1,872
New +$179K 0.04% 305