Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
1,474
+16
+1% +$3.62K 0.11% 57
2025
Q1
$242K Sell
1,458
-9
-0.6% -$1.49K 0.09% 70
2024
Q4
$290K Sell
1,467
-52
-3% -$10.3K 0.11% 63
2024
Q3
$264K Buy
1,519
+3
+0.2% +$521 0.1% 74
2024
Q2
$263K Sell
1,516
-10
-0.7% -$1.74K 0.11% 80
2024
Q1
$208K Buy
+1,526
New +$208K 0.09% 93
2023
Q4
Sell
-2,417
Closed -$210K 93
2023
Q3
$210K Sell
2,417
-6
-0.2% -$521 0.1% 75
2023
Q2
$245K Sell
2,423
-33
-1% -$3.33K 0.12% 69
2023
Q1
$228K Buy
+2,456
New +$228K 0.12% 70
2022
Q2
Sell
-2,225
Closed -$232K 84
2022
Q1
$232K Buy
2,225
+436
+24% +$45.5K 0.13% 71
2021
Q4
$215K Buy
+1,789
New +$215K 0.11% 76