Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
1,018
-404
-28% -$47.2K 0.07% 447
2025
Q1
$145K Buy
1,422
+125
+10% +$12.7K 0.1% 266
2024
Q4
$124K Sell
1,297
-44
-3% -$4.21K 0.08% 382
2024
Q3
$127K Sell
1,341
-14
-1% -$1.33K 0.08% 384
2024
Q2
$126K Sell
1,355
-439
-24% -$40.8K 0.08% 367
2024
Q1
$156K Sell
1,794
-1,461
-45% -$127K 0.1% 260
2023
Q4
$241K Buy
3,255
+810
+33% +$60K 0.16% 79
2023
Q3
$154K Buy
2,445
+23
+0.9% +$1.45K 0.12% 197
2023
Q2
$154K Buy
2,422
+622
+35% +$39.5K 0.12% 223
2023
Q1
$101K Sell
1,800
-3,561
-66% -$200K 0.09% 362
2022
Q4
$313K Sell
5,361
-1,697
-24% -$99.1K 0.26% 45
2022
Q3
$299K Sell
7,058
-90
-1% -$3.81K 0.26% 38
2022
Q2
$293K Buy
7,148
+3,603
+102% +$148K 0.23% 51
2022
Q1
$178K Buy
+3,545
New +$178K 0.12% 182