Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Sell
5,529
-1,774
-24% -$25K 0.05% 691
2025
Q1
$92K Buy
7,303
+993
+16% +$12.5K 0.06% 544
2024
Q4
$84K Sell
6,310
-1,050
-14% -$14K 0.05% 619
2024
Q3
$115K Buy
7,360
+1,455
+25% +$22.7K 0.07% 446
2024
Q2
$86K Sell
5,905
-340
-5% -$4.95K 0.06% 590
2024
Q1
$109K Buy
6,245
+1,173
+23% +$20.5K 0.07% 487
2023
Q4
$94K Buy
5,072
+359
+8% +$6.65K 0.06% 530
2023
Q3
$81K Sell
4,713
-1,885
-29% -$32.4K 0.06% 546
2023
Q2
$122K Buy
6,598
+1,338
+25% +$24.7K 0.09% 328
2023
Q1
$84K Buy
5,260
+17
+0.3% +$271 0.07% 473
2022
Q4
$86K Sell
5,243
-33
-0.6% -$541 0.07% 473
2022
Q3
$78K Sell
5,276
-3,609
-41% -$53.4K 0.07% 489
2022
Q2
$124K Buy
8,885
+3,843
+76% +$53.6K 0.1% 292
2022
Q1
$86K Buy
5,042
+2,352
+87% +$40.1K 0.06% 598
2021
Q4
$57K Buy
+2,690
New +$57K 0.08% 465