Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94K Buy
1,043
+310
+42% +$27.9K 0.06% 591
2025
Q1
$47K Sell
733
-1,114
-60% -$71.4K 0.03% 866
2024
Q4
$176K Buy
1,847
+1,517
+460% +$145K 0.11% 228
2024
Q3
$29K Sell
330
-1,146
-78% -$101K 0.02% 1070
2024
Q2
$107K Buy
1,476
+733
+99% +$53.1K 0.07% 436
2024
Q1
$45K Sell
743
-194
-21% -$11.8K 0.03% 924
2023
Q4
$41K Buy
937
+3
+0.3% +$131 0.03% 933
2023
Q3
$31K Sell
934
-17
-2% -$564 0.02% 961
2023
Q2
$48K Sell
951
-693
-42% -$35K 0.04% 792
2023
Q1
$63K Buy
1,644
+311
+23% +$11.9K 0.05% 620
2022
Q4
$47K Buy
1,333
+384
+40% +$13.5K 0.04% 754
2022
Q3
$33K Buy
949
+509
+116% +$17.7K 0.03% 855
2022
Q2
$22K Sell
440
-1,330
-75% -$66.5K 0.02% 950
2022
Q1
$128K Buy
1,770
+624
+54% +$45.1K 0.09% 350
2021
Q4
$78K Buy
+1,146
New +$78K 0.11% 282