Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
9,077
-63
-0.7% -$2.42K 0.06% 160
2025
Q1
$354K Buy
9,140
+1,891
+26% +$73.3K 0.07% 146
2024
Q4
$245K Sell
7,249
-4,487
-38% -$152K 0.04% 172
2024
Q3
$480K Buy
11,736
+124
+1% +$5.07K 0.09% 119
2024
Q2
$447K Sell
11,612
-30
-0.3% -$1.16K 0.09% 117
2024
Q1
$499K Buy
11,642
+2,198
+23% +$94.2K 0.1% 106
2023
Q4
$350K Sell
9,444
-1,507
-14% -$55.8K 0.08% 128
2023
Q3
$397K Buy
10,951
+254
+2% +$9.21K 0.11% 105
2023
Q2
$381K Sell
10,697
-1,312
-11% -$46.8K 0.1% 114
2023
Q1
$427K Buy
12,009
+1,379
+13% +$49.1K 0.11% 111
2022
Q4
$374K Buy
10,630
+336
+3% +$11.8K 0.11% 110
2022
Q3
$303K Sell
10,294
-402
-4% -$11.8K 0.11% 116
2022
Q2
$582K Buy
10,696
+6,455
+152% +$351K 0.2% 67
2022
Q1
$231K Buy
+4,241
New +$231K 0.07% 141