Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Sell
121
-466
-79% -$84.7K 0.01% 1217
2025
Q1
$106K Sell
587
-98
-14% -$17.7K 0.07% 449
2024
Q4
$135K Buy
685
+95
+16% +$18.7K 0.08% 336
2024
Q3
$93K Buy
590
+108
+22% +$17K 0.06% 565
2024
Q2
$67K Sell
482
-236
-33% -$32.8K 0.04% 722
2024
Q1
$85K Buy
718
+559
+352% +$66.2K 0.05% 630
2023
Q4
$17K Sell
159
-95
-37% -$10.2K 0.01% 1249
2023
Q3
$19K Sell
254
-1
-0.4% -$75 0.01% 1129
2023
Q2
$19K Buy
255
+91
+55% +$6.78K 0.01% 1156
2023
Q1
$13K Sell
164
-1,872
-92% -$148K 0.01% 1185
2022
Q4
$152K Buy
2,036
+4
+0.2% +$299 0.12% 206
2022
Q3
$144K Sell
2,032
-3,426
-63% -$243K 0.13% 179
2022
Q2
$380K Buy
5,458
+3,479
+176% +$242K 0.3% 33
2022
Q1
$166K Buy
1,979
+1,876
+1,821% +$157K 0.11% 219
2021
Q4
$9K Buy
+103
New +$9K 0.01% 1051