Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Buy
1,673
+148
+10% +$1.24K 0.01% 1374
2025
Q1
$12K Buy
1,525
+261
+21% +$2.05K 0.01% 1401
2024
Q4
$18K Sell
1,264
-1,580
-56% -$22.5K 0.01% 1248
2024
Q3
$61K Sell
2,844
-4,621
-62% -$99.1K 0.04% 796
2024
Q2
$172K Sell
7,465
-3,861
-34% -$89K 0.11% 206
2024
Q1
$331K Buy
11,326
+7
+0.1% +$205 0.21% 41
2023
Q4
$325K Buy
11,319
+402
+4% +$11.5K 0.22% 39
2023
Q3
$229K Sell
10,917
-83
-0.8% -$1.74K 0.17% 77
2023
Q2
$253K Sell
11,000
-823
-7% -$18.9K 0.19% 66
2023
Q1
$279K Sell
11,823
-365
-3% -$8.61K 0.24% 47
2022
Q4
$308K Sell
12,188
-1,021
-8% -$25.8K 0.25% 48
2022
Q3
$332K Buy
13,209
+6,278
+91% +$158K 0.29% 34
2022
Q2
$247K Buy
6,931
+2,708
+64% +$96.5K 0.2% 75
2022
Q1
$255K Buy
4,223
+2,887
+216% +$174K 0.17% 85
2021
Q4
$66K Buy
+1,336
New +$66K 0.09% 368