Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
4,850
-798
-14% -$33.6K 0.12% 178
2025
Q1
$219K Sell
5,648
-306
-5% -$11.9K 0.15% 129
2024
Q4
$214K Sell
5,954
-1,168
-16% -$42K 0.13% 151
2024
Q3
$254K Sell
7,122
-106
-1% -$3.78K 0.16% 96
2024
Q2
$227K Buy
7,228
+688
+11% +$21.6K 0.15% 125
2024
Q1
$252K Sell
6,540
-786
-11% -$30.3K 0.16% 85
2023
Q4
$237K Sell
7,326
-100
-1% -$3.24K 0.16% 85
2023
Q3
$203K Buy
7,426
+308
+4% +$8.42K 0.15% 102
2023
Q2
$211K Buy
7,118
+2,814
+65% +$83.4K 0.16% 99
2023
Q1
$116K Sell
4,304
-24
-0.6% -$647 0.1% 300
2022
Q4
$102K Sell
4,328
-252
-6% -$5.94K 0.08% 374
2022
Q3
$105K Sell
4,580
-2,712
-37% -$62.2K 0.09% 326
2022
Q2
$182K Sell
7,292
-718
-9% -$17.9K 0.14% 130
2022
Q1
$238K Buy
8,010
+3,880
+94% +$115K 0.16% 98
2021
Q4
$132K Buy
+4,130
New +$132K 0.19% 76