Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
6,568
-446
-6% -$41.6K 0.27% 51
2025
Q1
$511K Buy
7,014
+351
+5% +$25.6K 0.27% 56
2024
Q4
$402K Buy
6,663
+2,088
+46% +$126K 0.2% 68
2024
Q3
$344K Buy
4,575
+34
+0.7% +$2.56K 0.17% 83
2024
Q2
$330K Buy
4,541
+966
+27% +$70.2K 0.18% 99
2024
Q1
$275K Sell
3,575
-7,492
-68% -$577K 0.16% 110
2023
Q4
$681K Sell
11,067
-2,026
-15% -$125K 0.44% 49
2023
Q3
$602K Buy
13,093
+6,267
+92% +$288K 0.46% 49
2023
Q2
$295K Sell
6,826
-4,413
-39% -$191K 0.23% 100
2023
Q1
$356K Sell
11,239
-2,925
-21% -$92.7K 0.31% 77
2022
Q4
$350K Sell
14,164
-5,964
-30% -$147K 0.31% 78
2022
Q3
$533K Buy
20,128
+7,401
+58% +$196K 0.55% 42
2022
Q2
$261K Buy
12,727
+6,568
+107% +$135K 0.28% 81
2022
Q1
$220K Sell
6,159
-4,301
-41% -$154K 0.2% 96
2021
Q4
$439K Buy
+10,460
New +$439K 0.44% 49