Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587K Sell
3,854
-25
-0.6% -$3.81K 0.41% 61
2025
Q1
$570K Buy
3,879
+540
+16% +$79.3K 0.44% 57
2024
Q4
$431K Sell
3,339
-70
-2% -$9.04K 0.33% 63
2024
Q3
$466K Buy
3,409
+65
+2% +$8.89K 0.35% 61
2024
Q2
$342K Sell
3,344
-877
-21% -$89.6K 0.28% 64
2024
Q1
$374K Sell
4,221
-36
-0.8% -$3.19K 0.31% 64
2023
Q4
$389K Sell
4,257
-230
-5% -$21K 0.35% 55
2023
Q3
$351K Buy
4,487
+161
+4% +$12.6K 0.35% 61
2023
Q2
$362K Buy
4,326
+317
+8% +$26.5K 0.35% 59
2023
Q1
$352K Buy
4,009
+108
+3% +$9.49K 0.36% 59
2022
Q4
$391K Buy
3,901
+179
+5% +$18K 0.41% 57
2022
Q3
$344K Buy
3,722
+425
+13% +$39.3K 0.38% 60
2022
Q2
$356K Buy
3,297
+1,092
+50% +$118K 0.37% 62
2022
Q1
$274K Buy
2,205
+317
+17% +$39.4K 0.24% 69
2021
Q4
$280K Buy
+1,888
New +$280K 0.23% 71