Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
1,014
+372
+58% +$58.7K 0.09% 284
2025
Q1
$87K Buy
642
+324
+102% +$43.9K 0.06% 570
2024
Q4
$46K Sell
318
-64
-17% -$9.26K 0.03% 888
2024
Q3
$62K Sell
382
-11
-3% -$1.79K 0.04% 786
2024
Q2
$57K Sell
393
-66
-14% -$9.57K 0.04% 795
2024
Q1
$60K Sell
459
-653
-59% -$85.4K 0.04% 811
2023
Q4
$120K Sell
1,112
-332
-23% -$35.8K 0.08% 381
2023
Q3
$133K Buy
1,444
+137
+10% +$12.6K 0.1% 272
2023
Q2
$116K Buy
1,307
+350
+37% +$31.1K 0.09% 350
2023
Q1
$88K Buy
957
+51
+6% +$4.69K 0.08% 442
2022
Q4
$95K Buy
906
+102
+13% +$10.7K 0.08% 411
2022
Q3
$70K Sell
804
-323
-29% -$28.1K 0.06% 552
2022
Q2
$114K Sell
1,127
-401
-26% -$40.6K 0.09% 336
2022
Q1
$165K Buy
1,528
+481
+46% +$51.9K 0.11% 223
2021
Q4
$93K Buy
+1,047
New +$93K 0.13% 196