Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Buy
5,913
+3,270
+124% +$44.2K 0.05% 673
2025
Q1
$43K Sell
2,643
-563
-18% -$9.16K 0.03% 897
2024
Q4
$67K Sell
3,206
-2,711
-46% -$56.7K 0.04% 736
2024
Q3
$153K Buy
5,917
+1,151
+24% +$29.8K 0.1% 294
2024
Q2
$101K Buy
4,766
+332
+7% +$7.04K 0.07% 478
2024
Q1
$113K Sell
4,434
-460
-9% -$11.7K 0.07% 456
2023
Q4
$112K Sell
4,894
-519
-10% -$11.9K 0.08% 417
2023
Q3
$114K Sell
5,413
-1,896
-26% -$39.9K 0.09% 338
2023
Q2
$150K Buy
7,309
+2,431
+50% +$49.9K 0.11% 236
2023
Q1
$104K Sell
4,878
-5,022
-51% -$107K 0.09% 351
2022
Q4
$209K Buy
9,900
+2,717
+38% +$57.4K 0.17% 100
2022
Q3
$140K Buy
7,183
+1,689
+31% +$32.9K 0.12% 190
2022
Q2
$171K Buy
5,494
+244
+5% +$7.59K 0.14% 146
2022
Q1
$178K Buy
5,250
+3,511
+202% +$119K 0.12% 183
2021
Q4
$73K Buy
+1,739
New +$73K 0.1% 315