Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
4,450
-3,543
-44% -$385K 0.06% 312
2025
Q1
$585K Buy
7,993
+2,777
+53% +$203K 0.08% 179
2024
Q4
$442K Buy
5,216
+47
+0.9% +$3.99K 0.06% 325
2024
Q3
$468K Sell
5,169
-1,987
-28% -$180K 0.07% 217
2024
Q2
$577K Buy
7,156
+219
+3% +$17.7K 0.1% 103
2024
Q1
$675K Buy
6,937
+1,075
+18% +$105K 0.11% 81
2023
Q4
$483K Sell
5,862
-1,991
-25% -$164K 0.09% 126
2023
Q3
$502K Buy
7,853
+3,767
+92% +$241K 0.11% 79
2023
Q2
$283K Sell
4,086
-592
-13% -$41K 0.08% 210
2023
Q1
$271K Buy
4,678
+1,464
+46% +$84.8K 0.09% 195
2022
Q4
$160K Buy
3,214
+1,144
+55% +$57K 0.05% 487
2022
Q3
$83K Buy
2,070
+188
+10% +$7.54K 0.04% 734
2022
Q2
$84K Buy
1,882
+1,300
+223% +$58K 0.05% 611
2022
Q1
$29K Sell
582
-1,107
-66% -$55.2K 0.01% 1328
2021
Q4
$102K Buy
+1,689
New +$102K 0.05% 610