Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
1,493
-68
-4% -$15.5K 0.29% 107
2025
Q1
$381K Buy
1,561
+7
+0.5% +$1.71K 0.35% 97
2024
Q4
$437K Sell
1,554
-202
-12% -$56.8K 0.38% 86
2024
Q3
$481K Sell
1,756
-244
-12% -$66.8K 0.43% 81
2024
Q2
$600K Sell
2,000
-93
-4% -$27.9K 0.57% 51
2024
Q1
$606K Buy
2,093
+84
+4% +$24.3K 0.6% 53
2023
Q4
$508K Buy
+2,009
New +$508K 0.57% 58
2022
Q4
$377K Buy
2,174
+103
+5% +$17.8K 0.53% 71
2022
Q3
$308K Buy
2,071
+283
+16% +$42.1K 0.5% 74
2022
Q2
$405K Buy
1,788
+220
+14% +$49.8K 0.63% 55
2022
Q1
$406K Buy
1,568
+458
+41% +$119K 0.5% 71
2021
Q4
$243K Buy
+1,110
New +$243K 0.32% 117