Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
454
-79
-15% -$19.3K 0.07% 487
2025
Q1
$141K Sell
533
-153
-22% -$40.5K 0.09% 286
2024
Q4
$174K Buy
686
+346
+102% +$87.8K 0.11% 236
2024
Q3
$108K Sell
340
-106
-24% -$33.7K 0.07% 476
2024
Q2
$167K Buy
446
+59
+15% +$22.1K 0.11% 219
2024
Q1
$134K Buy
387
+144
+59% +$49.9K 0.09% 335
2023
Q4
$111K Sell
243
-64
-21% -$29.2K 0.08% 428
2023
Q3
$149K Buy
307
+115
+60% +$55.8K 0.11% 219
2023
Q2
$86K Sell
192
-12
-6% -$5.38K 0.07% 527
2023
Q1
$99K Buy
204
+40
+24% +$19.4K 0.09% 379
2022
Q4
$84K Sell
164
-30
-15% -$15.4K 0.07% 490
2022
Q3
$94K Buy
194
+28
+17% +$13.6K 0.08% 385
2022
Q2
$78K Sell
166
-5
-3% -$2.35K 0.06% 537
2022
Q1
$75K Buy
171
+43
+34% +$18.9K 0.05% 663
2021
Q4
$59K Buy
+128
New +$59K 0.08% 440