Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
3,092
-112
-3% -$8.32K 0.11% 97
2025
Q1
$209K Sell
3,204
-363
-10% -$23.7K 0.11% 99
2024
Q4
$304K Hold
3,567
0.16% 81
2024
Q3
$278K Sell
3,567
-422
-11% -$32.9K 0.15% 92
2024
Q2
$231K Hold
3,989
0.13% 97
2024
Q1
$267K Sell
3,989
-484
-11% -$32.4K 0.16% 87
2023
Q4
$275K Sell
4,473
-14
-0.3% -$860 0.18% 87
2023
Q3
$262K Sell
4,487
-102
-2% -$5.96K 0.18% 84
2023
Q2
$306K Buy
4,589
+110
+2% +$7.34K 0.2% 79
2023
Q1
$340K Buy
4,479
+437
+11% +$33.2K 0.23% 79
2022
Q4
$288K Sell
4,042
-611
-13% -$43.5K 0.2% 83
2022
Q3
$400K Buy
4,653
+356
+8% +$30.6K 0.32% 56
2022
Q2
$300K Sell
4,297
-329
-7% -$23K 0.23% 72
2022
Q1
$535K Buy
4,626
+1,899
+70% +$220K 0.34% 56
2021
Q4
$514K Buy
+2,727
New +$514K 0.31% 54
2021
Q1
$535K Buy
+4,626
New +$535K 0.34% 56