Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
3,652
+428
+13% +$45.1K 0.04% 185
2025
Q1
$358K Sell
3,224
-420
-12% -$46.7K 0.09% 99
2024
Q4
$377K Sell
3,644
-80
-2% -$8.28K 0.03% 198
2024
Q3
$416K Sell
3,724
-6
-0.2% -$671 0.03% 144
2024
Q2
$333K Sell
3,730
-40
-1% -$3.57K 0.03% 159
2024
Q1
$324K Buy
3,770
+40
+1% +$3.43K 0.03% 189
2023
Q4
$308K Sell
3,730
-1,019
-21% -$84.1K 0.02% 204
2023
Q3
$364K Sell
4,749
-996
-17% -$76.4K 0.03% 187
2023
Q2
$401K Sell
5,745
-346
-6% -$24.2K 0.03% 242
2023
Q1
$393K Sell
6,091
-143
-2% -$9.23K 0.03% 253
2022
Q4
$448K Sell
6,234
-94
-1% -$6.76K 0.04% 234
2022
Q3
$355K Sell
6,328
-141
-2% -$7.91K 0.03% 268
2022
Q2
$358K Sell
6,469
-97
-1% -$5.37K 0.03% 281
2022
Q1
$423K Sell
6,566
-214
-3% -$13.8K 0.03% 276
2021
Q4
$395K Buy
+6,780
New +$395K 0.03% 196