Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Buy
3,451
+475
+16% +$21.5K 0.09% 296
2025
Q1
$114K Sell
2,976
-246
-8% -$9.42K 0.08% 397
2024
Q4
$164K Sell
3,222
-272
-8% -$13.8K 0.1% 255
2024
Q3
$154K Sell
3,494
-863
-20% -$38K 0.1% 288
2024
Q2
$161K Buy
4,357
+166
+4% +$6.13K 0.1% 237
2024
Q1
$169K Sell
4,191
-193
-4% -$7.78K 0.11% 226
2023
Q4
$208K Buy
4,384
+29
+0.7% +$1.38K 0.14% 125
2023
Q3
$145K Sell
4,355
-192
-4% -$6.39K 0.11% 231
2023
Q2
$157K Buy
4,547
+1,377
+43% +$47.5K 0.12% 211
2023
Q1
$113K Buy
3,170
+2,157
+213% +$76.9K 0.1% 312
2022
Q4
$46K Sell
1,013
-6
-0.6% -$272 0.04% 761
2022
Q3
$32K Buy
1,019
+83
+9% +$2.61K 0.03% 862
2022
Q2
$26K Sell
936
-5
-0.5% -$139 0.02% 919
2022
Q1
$31K Buy
941
+909
+2,841% +$29.9K 0.02% 940
2021
Q4
$1K Buy
+32
New +$1K ﹤0.01% 1653