Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Buy
4,041
+211
+6% +$18.4K 0.14% 97
2025
Q1
$262K Buy
3,830
+277
+8% +$18.9K 0.13% 95
2024
Q4
$276K Sell
3,553
-2,038
-36% -$158K 0.12% 95
2024
Q3
$375K Sell
5,591
-600
-10% -$40.2K 0.17% 90
2024
Q2
$702K Sell
6,191
-296
-5% -$33.6K 0.3% 67
2024
Q1
$900K Buy
6,487
+41
+0.6% +$5.69K 0.39% 60
2023
Q4
$800K Buy
6,446
+67
+1% +$8.31K 0.38% 60
2023
Q3
$595K Buy
6,379
+3,920
+159% +$366K 0.32% 73
2023
Q2
$316K Sell
2,459
-1,908
-44% -$245K 0.34% 55
2023
Q1
$507K Buy
4,367
+1,787
+69% +$208K 0.34% 62
2022
Q4
$292K Buy
+2,580
New +$292K 0.42% 53