Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
915
+233
+34% +$53K 0.12% 164
2025
Q1
$166K Sell
682
-68
-9% -$16.6K 0.11% 212
2024
Q4
$211K Buy
750
+209
+39% +$58.8K 0.13% 157
2024
Q3
$148K Sell
541
-219
-29% -$59.9K 0.09% 315
2024
Q2
$228K Sell
760
-29
-4% -$8.7K 0.15% 124
2024
Q1
$229K Buy
789
+263
+50% +$76.3K 0.15% 119
2023
Q4
$133K Buy
526
+320
+155% +$80.9K 0.09% 316
2023
Q3
$55K Sell
206
-155
-43% -$41.4K 0.04% 727
2023
Q2
$90K Sell
361
-376
-51% -$93.7K 0.07% 503
2023
Q1
$169K Sell
737
-27
-4% -$6.19K 0.15% 162
2022
Q4
$132K Buy
764
+464
+155% +$80.2K 0.11% 268
2022
Q3
$45K Sell
300
-297
-50% -$44.6K 0.04% 731
2022
Q2
$136K Sell
597
-39
-6% -$8.88K 0.11% 237
2022
Q1
$147K Buy
636
+278
+78% +$64.3K 0.1% 279
2021
Q4
$93K Buy
+358
New +$93K 0.13% 195