Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
102
-1,106
-92% -$184K 0.01% 1304
2025
Q1
$92K Sell
1,208
-145
-11% -$11K 0.06% 541
2024
Q4
$109K Buy
1,353
+359
+36% +$28.9K 0.07% 473
2024
Q3
$87K Buy
994
+1
+0.1% +$88 0.05% 608
2024
Q2
$104K Sell
993
-10
-1% -$1.05K 0.07% 460
2024
Q1
$123K Buy
1,003
+509
+103% +$62.4K 0.08% 389
2023
Q4
$88K Sell
494
-23
-4% -$4.1K 0.06% 578
2023
Q3
$93K Buy
517
+455
+734% +$81.8K 0.07% 456
2023
Q2
$14K Sell
62
-1
-2% -$226 0.01% 1275
2023
Q1
$12K Sell
63
-8
-11% -$1.52K 0.01% 1211
2022
Q4
$12K Sell
71
-4
-5% -$676 0.01% 1224
2022
Q3
$11K Buy
75
+4
+6% +$587 0.01% 1214
2022
Q2
$11K Sell
71
-5
-7% -$775 0.01% 1161
2022
Q1
$20K Sell
76
-250
-77% -$65.8K 0.01% 1052
2021
Q4
$68K Buy
+326
New +$68K 0.1% 352