Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
1,741
-3
-0.2% -$557 0.09% 44
2025
Q1
$365K Sell
1,744
-7
-0.4% -$1.47K 0.11% 40
2024
Q4
$311K Sell
1,751
-25
-1% -$4.44K 0.1% 42
2024
Q3
$351K Sell
1,776
-61
-3% -$12K 0.1% 40
2024
Q2
$315K Sell
1,837
-63
-3% -$10.8K 0.1% 41
2024
Q1
$346K Sell
1,900
-582
-23% -$106K 0.11% 42
2023
Q4
$385K Buy
2,482
+139
+6% +$21.5K 0.13% 35
2023
Q3
$349K Buy
2,343
+7
+0.3% +$1.04K 0.13% 33
2023
Q2
$315K Buy
2,336
+7
+0.3% +$943 0.11% 33
2023
Q1
$371K Buy
2,329
+389
+20% +$62K 0.14% 31
2022
Q4
$314K Buy
1,940
+93
+5% +$15K 0.13% 32
2022
Q3
$248K Sell
1,847
-12
-0.6% -$1.61K 0.11% 30
2022
Q2
$285K Buy
1,859
+5
+0.3% +$767 0.12% 29
2022
Q1
$300K Buy
1,854
+1
+0.1% +$162 0.12% 26
2021
Q4
$264K Buy
+1,853
New +$264K 0.1% 30