Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
3,718
+41
+1% +$6.24K 0.23% 86
2025
Q1
$540K Sell
3,677
-828
-18% -$122K 0.23% 82
2024
Q4
$582K Sell
4,505
-494
-10% -$63.8K 0.23% 77
2024
Q3
$683K Sell
4,999
-331
-6% -$45.3K 0.28% 72
2024
Q2
$545K Sell
5,330
-167
-3% -$17.1K 0.24% 79
2024
Q1
$488K Buy
5,497
+578
+12% +$51.3K 0.23% 85
2023
Q4
$450K Buy
4,919
+711
+17% +$65K 0.23% 89
2023
Q3
$329K Buy
4,208
+216
+5% +$16.9K 0.19% 99
2023
Q2
$334K Buy
3,992
+599
+18% +$50.1K 0.19% 100
2023
Q1
$298K Buy
3,393
+194
+6% +$17.1K 0.19% 104
2022
Q4
$321K Sell
3,199
-18
-0.6% -$1.81K 0.2% 96
2022
Q3
$297K Buy
3,217
+73
+2% +$6.74K 0.19% 95
2022
Q2
$340K Buy
3,144
+434
+16% +$46.9K 0.21% 90
2022
Q1
$337K Buy
2,710
+514
+23% +$63.9K 0.18% 106
2021
Q4
$326K Buy
+2,196
New +$326K 0.17% 114