Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81K Sell
5,630
-327
-5% -$4.71K 0.05% 671
2025
Q1
$106K Buy
5,957
+21
+0.4% +$374 0.07% 450
2024
Q4
$99K Buy
5,936
+723
+14% +$12.1K 0.06% 536
2024
Q3
$88K Sell
5,213
-3,264
-39% -$55.1K 0.06% 604
2024
Q2
$155K Buy
8,477
+1,520
+22% +$27.8K 0.1% 259
2024
Q1
$150K Buy
6,957
+1,549
+29% +$33.4K 0.1% 278
2023
Q4
$120K Buy
5,408
+2,117
+64% +$47K 0.08% 380
2023
Q3
$100K Buy
3,291
+1,495
+83% +$45.4K 0.08% 416
2023
Q2
$67K Buy
1,796
+569
+46% +$21.2K 0.05% 653
2023
Q1
$39K Buy
1,227
+9
+0.7% +$286 0.03% 806
2022
Q4
$44K Sell
1,218
-205
-14% -$7.41K 0.04% 777
2022
Q3
$41K Buy
1,423
+22
+2% +$634 0.04% 771
2022
Q2
$31K Buy
1,401
+58
+4% +$1.28K 0.02% 870
2022
Q1
$50K Buy
1,343
+199
+17% +$7.41K 0.03% 798
2021
Q4
$81K Buy
+1,144
New +$81K 0.11% 262