Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
603
+18
+3% +$4.72K 0.09% 292
2025
Q1
$136K Sell
585
-207
-26% -$48.1K 0.09% 305
2024
Q4
$182K Sell
792
-79
-9% -$18.2K 0.11% 214
2024
Q3
$195K Buy
+871
New +$195K 0.12% 181
2024
Q2
Sell
-805
Closed -$176K 2519
2024
Q1
$176K Sell
805
-35
-4% -$7.65K 0.11% 210
2023
Q4
$191K Buy
840
+338
+67% +$76.9K 0.13% 169
2023
Q3
$101K Buy
502
+24
+5% +$4.83K 0.08% 408
2023
Q2
$99K Sell
478
-5
-1% -$1.04K 0.08% 446
2023
Q1
$95K Sell
483
-30
-6% -$5.9K 0.08% 401
2022
Q4
$104K Buy
513
+58
+13% +$11.8K 0.08% 366
2022
Q3
$80K Sell
455
-176
-28% -$30.9K 0.07% 473
2022
Q2
$127K Sell
631
-81
-11% -$16.3K 0.1% 275
2022
Q1
$162K Buy
712
+376
+112% +$85.6K 0.11% 234
2021
Q4
$91K Buy
+336
New +$91K 0.13% 208