Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
1,275
-13,241
-91% -$104K 0.01% 1603
2025
Q1
$105K Sell
14,516
-5,933
-29% -$42.9K 0.07% 460
2024
Q4
$141K Buy
20,449
+10,309
+102% +$71.1K 0.09% 317
2024
Q3
$75K Buy
10,140
+5,333
+111% +$39.4K 0.05% 684
2024
Q2
$50K Buy
4,807
+454
+10% +$4.72K 0.03% 858
2024
Q1
$60K Buy
4,353
+2,063
+90% +$28.4K 0.04% 812
2023
Q4
$45K Buy
2,290
+91
+4% +$1.79K 0.03% 901
2023
Q3
$47K Sell
2,199
-122
-5% -$2.61K 0.04% 798
2023
Q2
$77K Buy
2,321
+2,022
+676% +$67.1K 0.06% 586
2023
Q1
$12K Sell
299
-1,950
-87% -$78.3K 0.01% 1226
2022
Q4
$95K Buy
2,249
+371
+20% +$15.7K 0.08% 413
2022
Q3
$63K Buy
1,878
+1,095
+140% +$36.7K 0.06% 600
2022
Q2
$34K Sell
783
-11
-1% -$478 0.03% 840
2022
Q1
$38K Sell
794
-143
-15% -$6.84K 0.03% 884
2021
Q4
$48K Buy
+937
New +$48K 0.07% 565