Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Sell
232
-91
-28% -$28.2K 0.04% 727
2025
Q1
$85K Sell
323
-51
-14% -$13.4K 0.06% 579
2024
Q4
$111K Sell
374
-120
-24% -$35.6K 0.07% 456
2024
Q3
$137K Sell
494
-20
-4% -$5.55K 0.09% 354
2024
Q2
$127K Buy
514
+191
+59% +$47.2K 0.08% 361
2024
Q1
$84K Sell
323
-7
-2% -$1.82K 0.05% 633
2023
Q4
$81K Sell
330
-29
-8% -$7.12K 0.06% 618
2023
Q3
$74K Buy
359
+42
+13% +$8.66K 0.06% 583
2023
Q2
$65K Buy
317
+145
+84% +$29.7K 0.05% 661
2023
Q1
$36K Buy
172
+15
+10% +$3.14K 0.03% 830
2022
Q4
$29K Sell
157
-6
-4% -$1.11K 0.02% 921
2022
Q3
$31K Sell
163
-10
-6% -$1.9K 0.03% 874
2022
Q2
$30K Sell
173
-335
-66% -$58.1K 0.02% 877
2022
Q1
$109K Buy
508
+212
+72% +$45.5K 0.07% 444
2021
Q4
$83K Buy
+296
New +$83K 0.12% 243