Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64K Sell
2,215
-253
-10% -$7.31K 0.04% 787
2025
Q1
$65K Sell
2,468
-681
-22% -$17.9K 0.04% 724
2024
Q4
$95K Sell
3,149
-894
-22% -$27K 0.06% 556
2024
Q3
$102K Buy
4,043
+1,033
+34% +$26.1K 0.06% 500
2024
Q2
$68K Sell
3,010
-88
-3% -$1.99K 0.04% 714
2024
Q1
$76K Buy
3,098
+102
+3% +$2.5K 0.05% 694
2023
Q4
$89K Sell
2,996
-58
-2% -$1.72K 0.06% 573
2023
Q3
$83K Sell
3,054
-3,200
-51% -$87K 0.06% 526
2023
Q2
$167K Buy
6,254
+2,142
+52% +$57.2K 0.13% 183
2023
Q1
$89K Sell
4,112
-14
-0.3% -$303 0.08% 439
2022
Q4
$92K Buy
4,126
+1,970
+91% +$43.9K 0.08% 428
2022
Q3
$45K Buy
2,156
+918
+74% +$19.2K 0.04% 730
2022
Q2
$26K Sell
1,238
-134
-10% -$2.81K 0.02% 920
2022
Q1
$32K Buy
1,372
+1,121
+447% +$26.1K 0.02% 933
2021
Q4
$6K Buy
+251
New +$6K 0.01% 1214