Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
1,782
+1,433
+411% +$106K 0.08% 389
2025
Q1
$22K Buy
349
+212
+155% +$13.4K 0.01% 1168
2024
Q4
$8K Sell
137
-7
-5% -$409 0.01% 1631
2024
Q3
$10K Sell
144
-14
-9% -$972 0.01% 1554
2024
Q2
$9K Buy
158
+9
+6% +$513 0.01% 1612
2024
Q1
$8K Sell
149
-1,634
-92% -$87.7K 0.01% 1698
2023
Q4
$91K Buy
1,783
+1,319
+284% +$67.3K 0.06% 556
2023
Q3
$31K Sell
464
-237
-34% -$15.8K 0.02% 963
2023
Q2
$45K Sell
701
-445
-39% -$28.6K 0.03% 824
2023
Q1
$62K Sell
1,146
-421
-27% -$22.8K 0.05% 626
2022
Q4
$96K Buy
1,567
+309
+25% +$18.9K 0.08% 404
2022
Q3
$85K Sell
1,258
-668
-35% -$45.1K 0.07% 442
2022
Q2
$158K Buy
1,926
+906
+89% +$74.3K 0.13% 179
2022
Q1
$84K Buy
1,020
+441
+76% +$36.3K 0.06% 607
2021
Q4
$59K Buy
+579
New +$59K 0.08% 439