Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
2,232
-70
-3% -$1.57K 0.07% 35
2025
Q1
$52.3K Buy
+2,302
New +$52.3K 0.07% 34
2024
Q4
Sell
-13,422
Closed -$315K 18
2024
Q3
$315K Sell
13,422
-4,311
-24% -$101K 0.39% 16
2024
Q2
$549K Sell
17,733
-3,725
-17% -$115K 0.73% 12
2024
Q1
$948K Buy
21,458
+1,274
+6% +$56.3K 1.23% 12
2023
Q4
$1.01M Buy
20,184
+3,355
+20% +$169K 1.71% 13
2023
Q3
$598K Buy
16,829
+5,343
+47% +$190K 1.13% 13
2023
Q2
$384K Buy
11,486
+1,547
+16% +$51.7K 0.88% 9
2023
Q1
$325K Sell
9,939
-617
-6% -$20.2K 0.64% 14
2022
Q4
$279K Sell
10,556
-502
-5% -$13.3K 0.57% 14
2022
Q3
$285K Sell
11,058
-354
-3% -$9.12K 0.43% 14
2022
Q2
$427K Sell
11,412
-26
-0.2% -$973 0.44% 18
2022
Q1
$567K Hold
11,438
0.46% 19
2021
Q4
$589K Buy
+11,438
New +$589K 0.4% 22