Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
3,588
-726
-17% -$35.6K 0.1% 240
2025
Q1
$244K Sell
4,314
-27
-0.6% -$1.53K 0.16% 99
2024
Q4
$249K Buy
4,341
+42
+1% +$2.41K 0.16% 96
2024
Q3
$225K Buy
4,299
+209
+5% +$10.9K 0.14% 139
2024
Q2
$222K Sell
4,090
-114
-3% -$6.19K 0.14% 135
2024
Q1
$243K Buy
4,204
+398
+10% +$23K 0.15% 99
2023
Q4
$187K Sell
3,806
-73
-2% -$3.59K 0.13% 172
2023
Q3
$167K Sell
3,879
-47
-1% -$2.02K 0.13% 173
2023
Q2
$179K Sell
3,926
-1,552
-28% -$70.8K 0.14% 154
2023
Q1
$206K Sell
5,478
-3,710
-40% -$140K 0.18% 101
2022
Q4
$280K Buy
9,188
+664
+8% +$20.2K 0.23% 59
2022
Q3
$227K Buy
8,524
+828
+11% +$22.1K 0.2% 63
2022
Q2
$210K Buy
7,696
+432
+6% +$11.8K 0.17% 103
2022
Q1
$228K Buy
7,264
+5,772
+387% +$181K 0.15% 107
2021
Q4
$57K Buy
+1,492
New +$57K 0.08% 462