Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Sell
8,369
-348
-4% -$7.82K 0.11% 215
2025
Q1
$198K Sell
8,717
-2,539
-23% -$57.7K 0.13% 162
2024
Q4
$225K Buy
11,256
+2,190
+24% +$43.8K 0.14% 127
2024
Q3
$213K Sell
9,066
-7,468
-45% -$175K 0.13% 147
2024
Q2
$512K Buy
16,534
+8,529
+107% +$264K 0.33% 24
2024
Q1
$353K Sell
8,005
-1,865
-19% -$82.2K 0.22% 35
2023
Q4
$496K Sell
9,870
-750
-7% -$37.7K 0.34% 21
2023
Q3
$378K Sell
10,620
-268
-2% -$9.54K 0.29% 34
2023
Q2
$364K Sell
10,888
-1,918
-15% -$64.1K 0.28% 32
2023
Q1
$418K Sell
12,806
-5,334
-29% -$174K 0.36% 18
2022
Q4
$479K Sell
18,140
-225
-1% -$5.94K 0.39% 21
2022
Q3
$473K Buy
18,365
+2,081
+13% +$53.6K 0.42% 16
2022
Q2
$610K Buy
16,284
+33
+0.2% +$1.24K 0.48% 15
2022
Q1
$805K Buy
16,251
+12,122
+294% +$600K 0.54% 16
2021
Q4
$213K Buy
+4,129
New +$213K 0.3% 22