Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
7,778
-407
-5% -$14.5K 0.16% 78
2025
Q1
$302K Buy
8,185
+1,098
+15% +$40.5K 0.2% 51
2024
Q4
$266K Sell
7,087
-285
-4% -$10.7K 0.17% 83
2024
Q3
$308K Buy
7,372
+413
+6% +$17.3K 0.19% 55
2024
Q2
$273K Buy
6,959
+784
+13% +$30.8K 0.18% 76
2024
Q1
$268K Buy
6,175
+1,815
+42% +$78.8K 0.17% 70
2023
Q4
$191K Buy
4,360
+685
+19% +$30K 0.13% 165
2023
Q3
$163K Sell
3,675
-550
-13% -$24.4K 0.12% 179
2023
Q2
$175K Buy
4,225
+262
+7% +$10.9K 0.13% 169
2023
Q1
$151K Sell
3,963
-1,893
-32% -$72.1K 0.13% 197
2022
Q4
$205K Buy
5,856
+1,191
+26% +$41.7K 0.17% 107
2022
Q3
$137K Buy
4,665
+598
+15% +$17.6K 0.12% 202
2022
Q2
$159K Buy
4,067
+595
+17% +$23.3K 0.13% 174
2022
Q1
$163K Buy
3,472
+1,773
+104% +$83.2K 0.11% 229
2021
Q4
$86K Buy
+1,699
New +$86K 0.12% 229