Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
1,045
-114
-10% -$24.9K 0.13% 136
2025
Q1
$162K Sell
1,159
-31
-3% -$4.33K 0.11% 221
2024
Q4
$198K Sell
1,190
-38
-3% -$6.32K 0.12% 177
2024
Q3
$209K Sell
1,228
-127
-9% -$21.6K 0.13% 152
2024
Q2
$191K Buy
1,355
+26
+2% +$3.67K 0.12% 172
2024
Q1
$167K Buy
1,329
+347
+35% +$43.6K 0.11% 231
2023
Q4
$104K Buy
982
+148
+18% +$15.7K 0.07% 471
2023
Q3
$89K Sell
834
-215
-20% -$22.9K 0.07% 489
2023
Q2
$125K Sell
1,049
-107
-9% -$12.8K 0.1% 318
2023
Q1
$107K Sell
1,156
-1,467
-56% -$136K 0.09% 342
2022
Q4
$214K Sell
2,623
-447
-15% -$36.5K 0.17% 93
2022
Q3
$188K Buy
3,070
+1,035
+51% +$63.4K 0.17% 93
2022
Q2
$143K Buy
2,035
+40
+2% +$2.81K 0.11% 214
2022
Q1
$165K Buy
1,995
+1,109
+125% +$91.7K 0.11% 224
2021
Q4
$77K Buy
+886
New +$77K 0.11% 293