Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
937
-26
-3% -$4.83K 0.1% 244
2025
Q1
$202K Buy
963
+16
+2% +$3.36K 0.13% 155
2024
Q4
$168K Sell
947
-420
-31% -$74.5K 0.11% 249
2024
Q3
$270K Buy
1,367
+60
+5% +$11.9K 0.17% 79
2024
Q2
$224K Sell
1,307
-40
-3% -$6.86K 0.14% 129
2024
Q1
$245K Sell
1,347
-96
-7% -$17.5K 0.16% 96
2023
Q4
$223K Buy
1,443
+35
+2% +$5.41K 0.15% 103
2023
Q3
$210K Sell
1,408
-165
-10% -$24.6K 0.16% 93
2023
Q2
$212K Sell
1,573
-116
-7% -$15.6K 0.16% 97
2023
Q1
$269K Buy
1,689
+155
+10% +$24.7K 0.23% 50
2022
Q4
$247K Buy
1,534
+755
+97% +$122K 0.2% 68
2022
Q3
$104K Sell
779
-1,476
-65% -$197K 0.09% 331
2022
Q2
$345K Buy
2,255
+517
+30% +$79.1K 0.27% 41
2022
Q1
$282K Buy
1,738
+279
+19% +$45.3K 0.19% 69
2021
Q4
$198K Buy
+1,459
New +$198K 0.28% 32