Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
1,968
-781
-28% -$40.5K 0.06% 541
2025
Q1
$175K Buy
2,749
+1,228
+81% +$78.2K 0.12% 196
2024
Q4
$73K Sell
1,521
-256
-14% -$12.3K 0.05% 690
2024
Q3
$102K Sell
1,777
-275
-13% -$15.8K 0.06% 501
2024
Q2
$107K Sell
2,052
-521
-20% -$27.2K 0.07% 438
2024
Q1
$105K Buy
2,573
+1,476
+135% +$60.2K 0.07% 511
2023
Q4
$41K Buy
1,097
+482
+78% +$18K 0.03% 934
2023
Q3
$24K Sell
615
-307
-33% -$12K 0.02% 1045
2023
Q2
$33K Buy
922
+637
+224% +$22.8K 0.03% 944
2023
Q1
$11K Sell
285
-768
-73% -$29.6K 0.01% 1264
2022
Q4
$60K Sell
1,053
-715
-40% -$40.7K 0.05% 651
2022
Q3
$70K Buy
1,768
+1,087
+160% +$43K 0.06% 550
2022
Q2
$30K Sell
681
-980
-59% -$43.2K 0.02% 879
2022
Q1
$66K Sell
1,661
-1,166
-41% -$46.3K 0.04% 700
2021
Q4
$114K Buy
+2,827
New +$114K 0.16% 119