Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
2,852
+117
+4% +$17.8K 0.13% 183
2025
Q1
$402K Hold
2,735
0.15% 156
2024
Q4
$353K Sell
2,735
-156
-5% -$20.1K 0.14% 167
2024
Q3
$395K Buy
2,891
+2
+0.1% +$273 0.15% 165
2024
Q2
$295K Sell
2,889
-551
-16% -$56.3K 0.12% 190
2024
Q1
$305K Buy
3,440
+51
+2% +$4.52K 0.16% 168
2023
Q4
$310K Buy
3,389
+722
+27% +$66K 0.17% 152
2023
Q3
$209K Sell
2,667
-31
-1% -$2.43K 0.12% 205
2023
Q2
$226K Buy
2,698
+17
+0.6% +$1.42K 0.13% 190
2023
Q1
$236K Sell
2,681
-725
-21% -$63.7K 0.14% 171
2022
Q4
$342K Buy
3,406
+74
+2% +$7.42K 0.21% 123
2022
Q3
$308K Sell
3,332
-483
-13% -$44.6K 0.21% 126
2022
Q2
$413K Buy
3,815
+260
+7% +$28.1K 0.27% 99
2022
Q1
$443K Buy
3,555
+4
+0.1% +$498 0.25% 104
2021
Q4
$527K Buy
+3,551
New +$527K 0.28% 91