Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84K Buy
1,583
+461
+41% +$24.5K 0.05% 646
2025
Q1
$48K Sell
1,122
-43
-4% -$1.84K 0.03% 859
2024
Q4
$72K Sell
1,165
-66
-5% -$4.08K 0.05% 697
2024
Q3
$79K Sell
1,231
-565
-31% -$36.3K 0.05% 656
2024
Q2
$129K Sell
1,796
-568
-24% -$40.8K 0.08% 353
2024
Q1
$166K Buy
2,364
+863
+57% +$60.6K 0.11% 235
2023
Q4
$121K Sell
1,501
-237
-14% -$19.1K 0.08% 374
2023
Q3
$137K Sell
1,738
-71
-4% -$5.6K 0.1% 257
2023
Q2
$168K Buy
1,809
+205
+13% +$19K 0.13% 181
2023
Q1
$149K Sell
1,604
-383
-19% -$35.6K 0.13% 201
2022
Q4
$151K Sell
1,987
-130
-6% -$9.88K 0.12% 209
2022
Q3
$137K Buy
2,117
+171
+9% +$11.1K 0.12% 203
2022
Q2
$126K Buy
1,946
+654
+51% +$42.3K 0.1% 283
2022
Q1
$112K Buy
1,292
+640
+98% +$55.5K 0.07% 424
2021
Q4
$72K Buy
+652
New +$72K 0.1% 322