Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
807
-21
-3% -$1.56K 0.04% 821
2025
Q1
$56K Sell
828
-567
-41% -$38.3K 0.04% 797
2024
Q4
$86K Sell
1,395
-1,028
-42% -$63.4K 0.05% 608
2024
Q3
$158K Sell
2,423
-660
-21% -$43K 0.1% 275
2024
Q2
$166K Buy
3,083
+2,657
+624% +$143K 0.11% 221
2024
Q1
$23K Buy
426
+1
+0.2% +$54 0.01% 1164
2023
Q4
$19K Buy
425
+2
+0.5% +$89 0.01% 1211
2023
Q3
$19K Sell
423
-4
-0.9% -$180 0.01% 1127
2023
Q2
$19K Sell
427
-759
-64% -$33.8K 0.01% 1155
2023
Q1
$53K Sell
1,186
-211
-15% -$9.43K 0.05% 685
2022
Q4
$58K Buy
1,397
+444
+47% +$18.4K 0.05% 666
2022
Q3
$35K Sell
953
-1,911
-67% -$70.2K 0.03% 835
2022
Q2
$119K Buy
2,864
+700
+32% +$29.1K 0.09% 307
2022
Q1
$124K Buy
2,164
+777
+56% +$44.5K 0.08% 373
2021
Q4
$92K Buy
+1,387
New +$92K 0.13% 200