Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Sell
531
-429
-45% -$22.6K 0.02% 1121
2025
Q1
$44K Sell
960
-36
-4% -$1.65K 0.03% 888
2024
Q4
$47K Sell
996
-202
-17% -$9.53K 0.03% 875
2024
Q3
$54K Sell
1,198
-2,613
-69% -$118K 0.03% 846
2024
Q2
$148K Buy
3,811
+221
+6% +$8.58K 0.1% 280
2024
Q1
$118K Sell
3,590
-221
-6% -$7.26K 0.07% 423
2023
Q4
$116K Buy
3,811
+1,312
+53% +$39.9K 0.08% 398
2023
Q3
$76K Sell
2,499
-2,047
-45% -$62.3K 0.06% 573
2023
Q2
$159K Buy
4,546
+668
+17% +$23.4K 0.12% 203
2023
Q1
$137K Sell
3,878
-456
-11% -$16.1K 0.12% 230
2022
Q4
$138K Buy
4,334
+908
+27% +$28.9K 0.11% 247
2022
Q3
$99K Sell
3,426
-4,657
-58% -$135K 0.09% 356
2022
Q2
$255K Buy
8,083
+630
+8% +$19.9K 0.2% 68
2022
Q1
$275K Buy
7,453
+3,294
+79% +$122K 0.18% 73
2021
Q4
$155K Buy
+4,159
New +$155K 0.22% 51