Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
3,165
+101
+3% +$7.51K 0.03% 274
2025
Q1
$200K Sell
3,064
-297
-9% -$19.4K 0.03% 293
2024
Q4
$287K Buy
3,361
+549
+20% +$46.9K 0.04% 235
2024
Q3
$219K Buy
2,812
+23
+0.8% +$1.8K 0.03% 289
2024
Q2
$162K Hold
2,789
0.03% 321
2024
Q1
$187K Sell
2,789
-10,545
-79% -$706K 0.04% 283
2023
Q4
$819K Sell
13,334
-133
-1% -$8.17K 0.17% 113
2023
Q3
$787K Buy
13,467
+221
+2% +$12.9K 0.19% 98
2023
Q2
$884K Buy
13,246
+218
+2% +$14.5K 0.21% 93
2023
Q1
$989K Buy
13,028
+81
+0.6% +$6.15K 0.25% 87
2022
Q4
$922K Sell
12,947
-865
-6% -$61.6K 0.25% 88
2022
Q3
$1.19M Buy
+13,812
New +$1.19M 0.38% 73