Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Sell
5,541
-5,529
-50% -$70.8K 0.04% 738
2025
Q1
$114K Buy
11,070
+1,283
+13% +$13.2K 0.08% 398
2024
Q4
$125K Buy
9,787
+8,369
+590% +$107K 0.08% 380
2024
Q3
$19K Sell
1,418
-6,483
-82% -$86.9K 0.01% 1234
2024
Q2
$100K Buy
7,901
+7,337
+1,301% +$92.9K 0.06% 484
2024
Q1
$13K Sell
564
-195
-26% -$4.5K 0.01% 1395
2023
Q4
$19K Buy
759
+9
+1% +$225 0.01% 1219
2023
Q3
$13K Sell
750
-8
-1% -$139 0.01% 1299
2023
Q2
$13K Sell
758
-7
-0.9% -$120 0.01% 1324
2023
Q1
$13K Sell
765
-9
-1% -$153 0.01% 1193
2022
Q4
$10K Buy
774
+320
+70% +$4.13K 0.01% 1329
2022
Q3
$6K Buy
+454
New +$6K 0.01% 1449