Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Sell
399
-464
-54% -$60.5K 0.03% 879
2025
Q1
$104K Sell
863
-150
-15% -$18.1K 0.07% 466
2024
Q4
$118K Sell
1,013
-2
-0.2% -$233 0.07% 420
2024
Q3
$153K Buy
1,015
+515
+103% +$77.6K 0.1% 295
2024
Q2
$79K Buy
500
+321
+179% +$50.7K 0.05% 636
2024
Q1
$36K Sell
179
-352
-66% -$70.8K 0.02% 1004
2023
Q4
$92K Sell
531
-93
-15% -$16.1K 0.06% 550
2023
Q3
$98K Sell
624
-355
-36% -$55.8K 0.07% 427
2023
Q2
$160K Sell
979
-218
-18% -$35.6K 0.12% 200
2023
Q1
$185K Sell
1,197
-31
-3% -$4.79K 0.16% 128
2022
Q4
$162K Sell
1,228
-299
-20% -$39.4K 0.13% 183
2022
Q3
$163K Buy
1,527
+596
+64% +$63.6K 0.14% 132
2022
Q2
$97K Sell
931
-907
-49% -$94.5K 0.08% 432
2022
Q1
$273K Buy
1,838
+596
+48% +$88.5K 0.18% 75
2021
Q4
$142K Buy
+1,242
New +$142K 0.2% 60