Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
866
-255
-23% -$70.1K 0.03% 116
2025
Q1
$207K Sell
1,121
-18
-2% -$3.32K 0.03% 118
2024
Q4
$224K Sell
1,139
-80
-7% -$15.7K 0.04% 124
2024
Q3
$254K Sell
1,219
-685
-36% -$143K 0.04% 122
2024
Q2
$447K Sell
1,904
-192
-9% -$45.1K 0.06% 115
2024
Q1
$372K Sell
2,096
-70
-3% -$12.4K 0.05% 117
2023
Q4
$298K Buy
2,166
+251
+13% +$34.5K 0.04% 129
2023
Q3
$215K Sell
1,915
-330
-15% -$37.1K 0.03% 129
2023
Q2
$263K Sell
2,245
-1,600
-42% -$187K 0.04% 146
2023
Q1
$402K Sell
3,845
-150
-4% -$15.7K 0.06% 141
2022
Q4
$326K Sell
3,995
-490
-11% -$40K 0.04% 147
2022
Q3
$383K Sell
4,485
-220
-5% -$18.8K 0.05% 144
2022
Q2
$417K Buy
4,705
+90
+2% +$7.98K 0.05% 150
2022
Q1
$502K Sell
4,615
-210
-4% -$22.8K 0.05% 158
2021
Q4
$707K Sell
4,825
-395
-8% -$57.9K 0.07% 149
2021
Q3
$534K Buy
+5,220
New +$534K 0.06% 160