Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
4,487
+15
+0.3% +$1.4K 0.12% 54
2025
Q1
$326K Sell
4,472
-5,317
-54% -$387K 0.1% 60
2024
Q4
$590K Sell
9,789
-191
-2% -$11.5K 0.19% 45
2024
Q3
$750K Buy
9,980
+106
+1% +$7.97K 0.24% 40
2024
Q2
$718K Sell
9,874
-275
-3% -$20K 0.25% 37
2024
Q1
$781K Buy
10,149
+119
+1% +$9.16K 0.27% 37
2023
Q4
$618K Sell
10,030
-103
-1% -$6.34K 0.24% 41
2023
Q3
$466K Buy
+10,133
New +$466K 0.22% 34
2023
Q1
$353K Sell
11,145
-2,474
-18% -$78.4K 0.18% 41
2022
Q4
$337K Buy
+13,619
New +$337K 0.19% 40