Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Sell
183
-311
-63% -$68K 0.02% 980
2025
Q1
$68K Sell
494
-287
-37% -$39.5K 0.05% 703
2024
Q4
$112K Sell
781
-81
-9% -$11.6K 0.07% 449
2024
Q3
$103K Buy
862
+624
+262% +$74.6K 0.06% 495
2024
Q2
$26K Sell
238
-239
-50% -$26.1K 0.02% 1101
2024
Q1
$64K Sell
477
-203
-30% -$27.2K 0.04% 779
2023
Q4
$87K Buy
680
+114
+20% +$14.6K 0.06% 582
2023
Q3
$72K Sell
566
-173
-23% -$22K 0.05% 596
2023
Q2
$79K Buy
739
+67
+10% +$7.16K 0.06% 573
2023
Q1
$59K Sell
672
-104
-13% -$9.13K 0.05% 644
2022
Q4
$53K Sell
776
-112
-13% -$7.65K 0.04% 705
2022
Q3
$51K Sell
888
-2,453
-73% -$141K 0.04% 691
2022
Q2
$171K Buy
3,341
+19
+0.6% +$972 0.14% 147
2022
Q1
$205K Buy
3,322
+2,276
+218% +$140K 0.14% 142
2021
Q4
$74K Buy
+1,046
New +$74K 0.1% 311