Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Sell
2,043
-857
-30% -$78K 0.11% 219
2025
Q1
$265K Buy
2,900
+222
+8% +$20.3K 0.18% 69
2024
Q4
$228K Sell
2,678
-309
-10% -$26.3K 0.14% 120
2024
Q3
$261K Buy
2,987
+974
+48% +$85.1K 0.16% 87
2024
Q2
$159K Buy
2,013
+313
+18% +$24.7K 0.1% 245
2024
Q1
$154K Sell
1,700
-365
-18% -$33.1K 0.1% 269
2023
Q4
$182K Buy
2,065
+540
+35% +$47.6K 0.12% 184
2023
Q3
$129K Buy
1,525
+245
+19% +$20.7K 0.1% 285
2023
Q2
$127K Sell
1,280
-124
-9% -$12.3K 0.1% 302
2023
Q1
$135K Sell
1,404
-137
-9% -$13.2K 0.12% 236
2022
Q4
$140K Sell
1,541
-328
-18% -$29.8K 0.11% 244
2022
Q3
$148K Buy
1,869
+1,861
+23,263% +$147K 0.13% 162
2022
Q2
$1K Sell
8
-4
-33% -$500 ﹤0.01% 1687
2022
Q1
$1K Sell
12
-3
-20% -$250 ﹤0.01% 1768
2021
Q4
$1K Buy
+15
New +$1K ﹤0.01% 1715