Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98K Sell
1,805
-245
-12% -$13.3K 0.06% 569
2025
Q1
$125K Buy
2,050
+10
+0.5% +$610 0.08% 354
2024
Q4
$123K Sell
2,040
-493
-19% -$29.7K 0.08% 389
2024
Q3
$191K Buy
2,533
+92
+4% +$6.94K 0.12% 188
2024
Q2
$161K Sell
2,441
-85
-3% -$5.61K 0.1% 238
2024
Q1
$198K Buy
2,526
+365
+17% +$28.6K 0.13% 166
2023
Q4
$161K Buy
2,161
+360
+20% +$26.8K 0.11% 227
2023
Q3
$125K Sell
1,801
-154
-8% -$10.7K 0.09% 297
2023
Q2
$132K Sell
1,955
-724
-27% -$48.9K 0.1% 288
2023
Q1
$169K Buy
2,679
+526
+24% +$33.2K 0.15% 161
2022
Q4
$177K Buy
2,153
+1,058
+97% +$87K 0.14% 152
2022
Q3
$85K Buy
1,095
+115
+12% +$8.93K 0.07% 439
2022
Q2
$83K Buy
980
+124
+14% +$10.5K 0.07% 504
2022
Q1
$72K Buy
856
+166
+24% +$14K 0.05% 679
2021
Q4
$57K Buy
+690
New +$57K 0.08% 461