Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
2,089
+889
+74% +$121K 0.17% 76
2025
Q1
$159K Sell
1,200
-65
-5% -$8.61K 0.11% 228
2024
Q4
$143K Sell
1,265
-572
-31% -$64.7K 0.09% 307
2024
Q3
$209K Sell
1,837
-426
-19% -$48.5K 0.13% 151
2024
Q2
$235K Buy
2,263
+1,043
+85% +$108K 0.15% 115
2024
Q1
$139K Sell
1,220
-355
-23% -$40.4K 0.09% 313
2023
Q4
$173K Buy
1,575
+47
+3% +$5.16K 0.12% 205
2023
Q3
$148K Buy
1,528
+88
+6% +$8.52K 0.11% 222
2023
Q2
$157K Sell
1,440
-23
-2% -$2.51K 0.12% 210
2023
Q1
$148K Sell
1,463
-608
-29% -$61.5K 0.13% 203
2022
Q4
$227K Sell
2,071
-119
-5% -$13K 0.19% 79
2022
Q3
$212K Sell
2,190
-221
-9% -$21.4K 0.19% 73
2022
Q2
$262K Sell
2,411
-48
-2% -$5.22K 0.21% 63
2022
Q1
$291K Buy
2,459
+1,007
+69% +$119K 0.19% 59
2021
Q4
$204K Buy
+1,452
New +$204K 0.29% 27