Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Buy
6,217
+431
+7% +$30.3K 0.02% 356
2025
Q1
$424K Sell
5,786
-97
-2% -$7.11K 0.02% 353
2024
Q4
$369K Sell
5,883
-15
-0.3% -$940 0.02% 355
2024
Q3
$389K Sell
5,898
-520
-8% -$34.3K 0.02% 342
2024
Q2
$463K Sell
6,418
-397
-6% -$28.7K 0.02% 296
2024
Q1
$457K Buy
6,815
+167
+3% +$11.2K 0.02% 299
2023
Q4
$437K Sell
6,648
-154
-2% -$10.1K 0.03% 282
2023
Q3
$438K Sell
6,802
-5,300
-44% -$341K 0.03% 263
2023
Q2
$731K Buy
12,102
+4,118
+52% +$249K 0.04% 200
2023
Q1
$459K Sell
7,984
-2,258
-22% -$130K 0.03% 248
2022
Q4
$583K Sell
10,242
-232
-2% -$13.2K 0.04% 222
2022
Q3
$521K Buy
10,474
+3,180
+44% +$158K 0.04% 236
2022
Q2
$381K Hold
7,294
0.03% 285
2022
Q1
$401K Buy
+7,294
New +$401K 0.02% 302