Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Sell
26,887
-307
-1% -$8.59K 0.03% 496
2025
Q1
$717K Sell
27,194
-311
-1% -$8.2K 0.03% 485
2024
Q4
$704K Sell
27,505
-2,307
-8% -$59K 0.03% 489
2024
Q3
$611K Buy
29,812
+161
+0.5% +$3.3K 0.02% 527
2024
Q2
$497K Buy
29,651
+15,712
+113% +$263K 0.02% 631
2024
Q1
$225K Buy
13,939
+2,846
+26% +$45.9K 0.01% 1030
2023
Q4
$167K Buy
11,093
+960
+9% +$14.5K 0.01% 987
2023
Q3
$196K Sell
10,133
-115
-1% -$2.22K 0.01% 923
2023
Q2
$174K Sell
10,248
-2,075
-17% -$35.2K 0.01% 956
2023
Q1
$236K Buy
12,323
+38
+0.3% +$728 0.01% 858
2022
Q4
$180K Buy
+12,285
New +$180K 0.01% 932