Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
264,793
+140,670
+113% +$221K 0.05% 399
2025
Q1
$328K Sell
124,123
-34,910
-22% -$92.2K 0.04% 494
2024
Q4
$674K Buy
159,033
+56,500
+55% +$240K 0.09% 146
2024
Q3
$340K Buy
102,533
+65,661
+178% +$218K 0.05% 353
2024
Q2
$114K Sell
36,872
-9,297
-20% -$28.7K 0.02% 946
2024
Q1
$187K Buy
46,169
+12,460
+37% +$50.3K 0.03% 648
2023
Q4
$188K Sell
33,709
-450
-1% -$2.52K 0.04% 598
2023
Q3
$182K Buy
34,159
+17,920
+110% +$95.5K 0.04% 521
2023
Q2
$152K Sell
16,239
-2,859
-15% -$26.8K 0.04% 550
2023
Q1
$165K Buy
19,098
+12,002
+169% +$104K 0.05% 464
2022
Q4
$50.2K Buy
+7,096
New +$50.2K 0.02% 1071