Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
1,313
+1,012
+336% +$82.5K 0.06% 520
2025
Q1
$30K Sell
301
-1
-0.3% -$100 0.02% 1043
2024
Q4
$30K Sell
302
-8
-3% -$795 0.02% 1038
2024
Q3
$28K Sell
310
-10
-3% -$903 0.02% 1089
2024
Q2
$26K Sell
320
-21
-6% -$1.71K 0.02% 1103
2024
Q1
$27K Sell
341
-1,363
-80% -$108K 0.02% 1108
2023
Q4
$120K Sell
1,704
-87
-5% -$6.13K 0.08% 382
2023
Q3
$114K Buy
1,791
+1,040
+138% +$66.2K 0.09% 341
2023
Q2
$46K Buy
751
+83
+12% +$5.08K 0.04% 817
2023
Q1
$42K Buy
668
+65
+11% +$4.09K 0.04% 777
2022
Q4
$40K Buy
603
+37
+7% +$2.45K 0.03% 812
2022
Q3
$29K Sell
566
-142
-20% -$7.28K 0.03% 901
2022
Q2
$39K Sell
708
-456
-39% -$25.1K 0.03% 805
2022
Q1
$82K Buy
1,164
+639
+122% +$45K 0.05% 622
2021
Q4
$31K Buy
+525
New +$31K 0.04% 745