Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93K Buy
1,750
+708
+68% +$37.6K 0.05% 599
2025
Q1
$61K Buy
1,042
+692
+198% +$40.5K 0.04% 757
2024
Q4
$23K Sell
350
-283
-45% -$18.6K 0.01% 1139
2024
Q3
$54K Sell
633
-462
-42% -$39.4K 0.03% 848
2024
Q2
$77K Sell
1,095
-83
-7% -$5.84K 0.05% 651
2024
Q1
$83K Sell
1,178
-635
-35% -$44.7K 0.05% 643
2023
Q4
$113K Buy
1,813
+448
+33% +$27.9K 0.08% 412
2023
Q3
$63K Sell
1,365
-345
-20% -$15.9K 0.05% 658
2023
Q2
$88K Sell
1,710
-1,805
-51% -$92.9K 0.07% 516
2023
Q1
$141K Sell
3,515
-1,556
-31% -$62.4K 0.12% 218
2022
Q4
$162K Buy
5,071
+1,589
+46% +$50.8K 0.13% 182
2022
Q3
$90K Buy
3,482
+2,890
+488% +$74.7K 0.08% 402
2022
Q2
$17K Buy
592
+165
+39% +$4.74K 0.01% 1010
2022
Q1
$14K Sell
427
-1,206
-74% -$39.5K 0.01% 1183
2021
Q4
$73K Buy
+1,633
New +$73K 0.1% 316