Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
3,176
+953
+43% +$30.3K 0.06% 549
2025
Q1
$66K Buy
2,223
+332
+18% +$9.86K 0.04% 715
2024
Q4
$68K Sell
1,891
-85
-4% -$3.06K 0.04% 733
2024
Q3
$80K Sell
1,976
-784
-28% -$31.7K 0.05% 650
2024
Q2
$129K Sell
2,760
-217
-7% -$10.1K 0.08% 350
2024
Q1
$126K Buy
2,977
+469
+19% +$19.9K 0.08% 373
2023
Q4
$105K Buy
2,508
+853
+52% +$35.7K 0.07% 461
2023
Q3
$70K Sell
1,655
-208
-11% -$8.8K 0.05% 614
2023
Q2
$104K Sell
1,863
-3
-0.2% -$167 0.08% 409
2023
Q1
$92K Sell
1,866
-136
-7% -$6.71K 0.08% 422
2022
Q4
$94K Sell
2,002
-42
-2% -$1.97K 0.08% 415
2022
Q3
$85K Buy
2,044
+426
+26% +$17.7K 0.07% 437
2022
Q2
$69K Buy
1,618
+1,464
+951% +$62.4K 0.05% 603
2022
Q1
$12K Sell
154
-91
-37% -$7.09K 0.01% 1241
2021
Q4
$19K Buy
+245
New +$19K 0.03% 865