Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74K Sell
723
-1,622
-69% -$166K 0.04% 717
2025
Q1
$249K Buy
2,345
+667
+40% +$70.8K 0.17% 88
2024
Q4
$184K Buy
1,678
+453
+37% +$49.7K 0.12% 207
2024
Q3
$178K Buy
1,225
+114
+10% +$16.6K 0.11% 221
2024
Q2
$163K Sell
1,111
-300
-21% -$44K 0.11% 233
2024
Q1
$203K Buy
1,411
+282
+25% +$40.6K 0.13% 159
2023
Q4
$106K Buy
1,129
+983
+673% +$92.3K 0.07% 455
2023
Q3
$13K Buy
146
+73
+100% +$6.5K 0.01% 1287
2023
Q2
$8K Sell
73
-1
-1% -$110 0.01% 1564
2023
Q1
$9K Sell
74
-71
-49% -$8.64K 0.01% 1352
2022
Q4
$16K Buy
145
+1
+0.7% +$110 0.01% 1101
2022
Q3
$10K Sell
144
-132
-48% -$9.17K 0.01% 1249
2022
Q2
$13K Buy
276
+52
+23% +$2.45K 0.01% 1096
2022
Q1
$17K Buy
224
+79
+54% +$6K 0.01% 1099
2021
Q4
$19K Buy
+145
New +$19K 0.03% 866