Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
6,009
-692
-10% -$30.5K 0.16% 90
2025
Q1
$247K Sell
6,701
-497
-7% -$18.3K 0.16% 93
2024
Q4
$240K Buy
7,198
+863
+14% +$28.8K 0.15% 104
2024
Q3
$164K Buy
6,335
+341
+6% +$8.83K 0.1% 256
2024
Q2
$135K Sell
5,994
-1,224
-17% -$27.6K 0.09% 316
2024
Q1
$171K Buy
7,218
+2,040
+39% +$48.3K 0.11% 220
2023
Q4
$124K Sell
5,178
-1,818
-26% -$43.5K 0.08% 356
2023
Q3
$153K Buy
6,996
+1,238
+22% +$27.1K 0.12% 204
2023
Q2
$110K Sell
5,758
-8,318
-59% -$159K 0.08% 378
2023
Q1
$273K Buy
14,076
+1,455
+12% +$28.2K 0.24% 48
2022
Q4
$202K Buy
12,621
+3,193
+34% +$51.1K 0.16% 111
2022
Q3
$148K Buy
9,428
+6,887
+271% +$108K 0.13% 163
2022
Q2
$53K Buy
2,541
+865
+52% +$18K 0.04% 712
2022
Q1
$38K Buy
1,676
+1,191
+246% +$27K 0.03% 881
2021
Q4
$9K Buy
+485
New +$9K 0.01% 1048