Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Sell
695
-216
-24% -$50K 0.1% 282
2025
Q1
$199K Sell
911
-89
-9% -$19.4K 0.13% 159
2024
Q4
$205K Sell
1,000
-144
-13% -$29.5K 0.13% 164
2024
Q3
$190K Buy
1,144
+298
+35% +$49.5K 0.12% 194
2024
Q2
$121K Sell
846
-74
-8% -$10.6K 0.08% 382
2024
Q1
$183K Buy
920
+333
+57% +$66.2K 0.12% 192
2023
Q4
$121K Buy
587
+75
+15% +$15.5K 0.08% 375
2023
Q3
$133K Buy
512
+15
+3% +$3.9K 0.1% 273
2023
Q2
$160K Buy
497
+72
+17% +$23.2K 0.12% 201
2023
Q1
$129K Sell
425
-82
-16% -$24.9K 0.11% 260
2022
Q4
$158K Sell
507
-47
-8% -$14.6K 0.13% 193
2022
Q3
$183K Buy
554
+123
+29% +$40.6K 0.16% 97
2022
Q2
$121K Buy
431
+110
+34% +$30.9K 0.1% 303
2022
Q1
$111K Buy
321
+192
+149% +$66.4K 0.07% 434
2021
Q4
$54K Buy
+129
New +$54K 0.08% 496