Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Sell
468
-49
-9% -$14.4K 0.08% 366
2025
Q1
$138K Sell
517
-102
-16% -$27.2K 0.09% 299
2024
Q4
$156K Sell
619
-243
-28% -$61.2K 0.1% 278
2024
Q3
$190K Buy
862
+125
+17% +$27.6K 0.12% 192
2024
Q2
$127K Buy
737
+7
+1% +$1.21K 0.08% 363
2024
Q1
$138K Buy
730
+326
+81% +$61.6K 0.09% 319
2023
Q4
$72K Sell
404
-66
-14% -$11.8K 0.05% 682
2023
Q3
$76K Buy
470
+93
+25% +$15K 0.06% 572
2023
Q2
$55K Sell
377
-21
-5% -$3.06K 0.04% 743
2023
Q1
$58K Buy
398
+29
+8% +$4.23K 0.05% 651
2022
Q4
$53K Buy
369
+84
+29% +$12.1K 0.04% 703
2022
Q3
$41K Buy
285
+132
+86% +$19K 0.04% 769
2022
Q2
$23K Sell
153
-2
-1% -$301 0.02% 941
2022
Q1
$32K Buy
155
+87
+128% +$18K 0.02% 936
2021
Q4
$17K Buy
+68
New +$17K 0.02% 893