Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
3,218
+582
+22% +$18.8K 0.06% 533
2025
Q1
$98K Buy
2,636
+1,149
+77% +$42.7K 0.07% 497
2024
Q4
$61K Buy
1,487
+28
+2% +$1.15K 0.04% 777
2024
Q3
$73K Buy
1,459
+948
+186% +$47.4K 0.05% 696
2024
Q2
$22K Sell
511
-824
-62% -$35.5K 0.01% 1160
2024
Q1
$58K Sell
1,335
-752
-36% -$32.7K 0.04% 824
2023
Q4
$87K Buy
2,087
+1,838
+738% +$76.6K 0.06% 581
2023
Q3
$9K Sell
249
-123
-33% -$4.45K 0.01% 1462
2023
Q2
$15K Sell
372
-1,573
-81% -$63.4K 0.01% 1249
2023
Q1
$80K Sell
1,945
-17
-0.9% -$699 0.07% 502
2022
Q4
$66K Buy
1,962
+634
+48% +$21.3K 0.05% 605
2022
Q3
$40K Buy
1,328
+142
+12% +$4.28K 0.04% 778
2022
Q2
$48K Sell
1,186
-1
-0.1% -$40 0.04% 743
2022
Q1
$57K Buy
1,187
+655
+123% +$31.5K 0.04% 755
2021
Q4
$30K Buy
+532
New +$30K 0.04% 751