Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
8,404
-2,197
-21% -$94.4K 0.17% 138
2025
Q1
$234K Buy
10,601
+4,274
+68% +$94.3K 0.1% 173
2024
Q4
$264K Sell
6,327
-27,571
-81% -$1.15M 0.15% 148
2024
Q3
$296K Buy
33,898
+3,736
+12% +$32.7K 0.11% 157
2024
Q2
$212K Buy
30,162
+3,299
+12% +$23.2K 0.08% 189
2024
Q1
$268K Buy
26,863
+7,888
+42% +$78.8K 0.15% 159
2023
Q4
$235K Buy
18,975
+2,826
+17% +$35K 0.15% 159
2023
Q3
$240K Sell
16,149
-4,494
-22% -$66.9K 0.18% 142
2023
Q2
$279K Sell
20,643
-20,177
-49% -$273K 0.21% 129
2023
Q1
$251K Sell
40,820
-5,146
-11% -$31.6K 0.15% 142
2022
Q4
$159K Buy
45,966
+4,389
+11% +$15.1K 0.14% 173
2022
Q3
$211K Buy
+41,577
New +$211K 0.22% 155
2022
Q1
$222K Buy
17,395
+4,567
+36% +$58.3K 0.14% 183
2021
Q4
$214K Buy
+12,828
New +$214K 0.13% 181