Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Buy
6,148
+161
+3% +$21.3K 0.33% 101
2025
Q1
$715K Sell
5,987
-326
-5% -$38.9K 0.2% 165
2024
Q4
$830K Buy
6,313
+482
+8% +$63.3K 0.23% 172
2024
Q3
$739K Sell
5,831
-1,608
-22% -$204K 0.2% 182
2024
Q2
$1.13M Sell
7,439
-2,514
-25% -$381K 0.31% 152
2024
Q1
$1.64M Buy
9,953
+1,057
+12% +$174K 0.39% 77
2023
Q4
$1.21M Buy
8,896
+190
+2% +$25.9K 0.29% 142
2023
Q3
$1.19M Buy
8,706
+128
+1% +$17.6K 0.31% 111
2023
Q2
$1.1M Sell
8,578
-638
-7% -$81.8K 0.29% 141
2023
Q1
$1.15M Sell
9,216
-968
-10% -$120K 0.38% 105
2022
Q4
$871K Buy
10,184
+1,812
+22% +$155K 0.31% 123
2022
Q3
$879K Sell
8,372
-909
-10% -$95.4K 0.34% 118
2022
Q2
$827K Sell
9,281
-6,340
-41% -$565K 0.29% 139
2022
Q1
$2.68M Sell
15,621
-1,877
-11% -$322K 1.07% 24
2021
Q4
$2.91M Buy
+17,498
New +$2.91M 0.69% 44