Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93K Sell
104
-25
-19% -$22.4K 0.05% 600
2025
Q1
$88K Buy
129
+52
+68% +$35.5K 0.06% 562
2024
Q4
$49K Buy
77
+1
+1% +$636 0.03% 862
2024
Q3
$59K Sell
76
-410
-84% -$318K 0.04% 809
2024
Q2
$402K Buy
486
+381
+363% +$315K 0.26% 35
2024
Q1
$74K Sell
105
-82
-44% -$57.8K 0.05% 715
2023
Q4
$109K Sell
187
-30
-14% -$17.5K 0.07% 442
2023
Q3
$100K Sell
217
-43
-17% -$19.8K 0.08% 417
2023
Q2
$126K Buy
260
+36
+16% +$17.4K 0.1% 311
2023
Q1
$89K Sell
224
-62
-22% -$24.6K 0.08% 440
2022
Q4
$108K Sell
286
-58
-17% -$21.9K 0.09% 342
2022
Q3
$104K Sell
344
-346
-50% -$105K 0.09% 338
2022
Q2
$220K Buy
690
+114
+20% +$36.3K 0.17% 91
2022
Q1
$211K Buy
576
+221
+62% +$81K 0.14% 134
2021
Q4
$153K Buy
+355
New +$153K 0.21% 53