Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85K Sell
895
-156
-15% -$14.8K 0.05% 642
2025
Q1
$102K Sell
1,051
-393
-27% -$38.1K 0.07% 477
2024
Q4
$150K Sell
1,444
-160
-10% -$16.6K 0.09% 290
2024
Q3
$158K Buy
1,604
+318
+25% +$31.3K 0.1% 276
2024
Q2
$132K Buy
1,286
+442
+52% +$45.4K 0.09% 333
2024
Q1
$105K Buy
844
+126
+18% +$15.7K 0.07% 514
2023
Q4
$70K Sell
718
-822
-53% -$80.1K 0.05% 700
2023
Q3
$131K Sell
1,540
-149
-9% -$12.7K 0.1% 280
2023
Q2
$141K Buy
1,689
+1,348
+395% +$113K 0.11% 265
2023
Q1
$25K Sell
341
-4
-1% -$293 0.02% 931
2022
Q4
$23K Sell
345
-9
-3% -$600 0.02% 992
2022
Q3
$20K Sell
354
-3,593
-91% -$203K 0.02% 988
2022
Q2
$217K Buy
3,947
+770
+24% +$42.3K 0.17% 94
2022
Q1
$187K Buy
3,177
+1,347
+74% +$79.3K 0.12% 171
2021
Q4
$108K Buy
+1,830
New +$108K 0.15% 136