Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Sell
9,676
-255
-3% -$20.9K 0.01% 775
2025
Q1
$969K Buy
9,931
+145
+1% +$14.2K 0.01% 702
2024
Q4
$875K Buy
9,786
+427
+5% +$38.2K 0.01% 770
2024
Q3
$1.03M Buy
9,359
+74
+0.8% +$8.12K 0.01% 691
2024
Q2
$745K Sell
9,285
-528
-5% -$42.4K 0.01% 779
2024
Q1
$611K Sell
9,813
-114
-1% -$7.1K 0.01% 885
2023
Q4
$615K Buy
9,927
+69
+0.7% +$4.28K 0.01% 853
2023
Q3
$685K Sell
9,858
-929
-9% -$64.5K 0.01% 776
2023
Q2
$905K Buy
10,787
+61
+0.6% +$5.12K 0.01% 679
2023
Q1
$886K Buy
10,726
+45
+0.4% +$3.72K 0.01% 683
2022
Q4
$544K Buy
10,681
+6,761
+172% +$345K 0.01% 869
2022
Q3
$276K Buy
3,920
+105
+3% +$7.39K 0.01% 1013
2022
Q2
$252K Buy
+3,815
New +$252K 0.01% 1051