Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
7,485
+1,784
+31% +$24.8K 0.06% 536
2025
Q1
$98K Buy
5,701
+1,344
+31% +$23.1K 0.07% 504
2024
Q4
$88K Sell
4,357
-1,884
-30% -$38.1K 0.06% 602
2024
Q3
$123K Sell
6,241
-607
-9% -$12K 0.08% 401
2024
Q2
$120K Buy
6,848
+1,851
+37% +$32.4K 0.08% 390
2024
Q1
$84K Buy
4,997
+2,134
+75% +$35.9K 0.05% 639
2023
Q4
$52K Sell
2,863
-368
-11% -$6.68K 0.04% 831
2023
Q3
$52K Sell
3,231
-1,384
-30% -$22.3K 0.04% 756
2023
Q2
$80K Buy
4,615
+3,496
+312% +$60.6K 0.06% 563
2023
Q1
$18K Sell
1,119
-198
-15% -$3.19K 0.02% 1039
2022
Q4
$21K Sell
1,317
-8
-0.6% -$128 0.02% 1023
2022
Q3
$17K Sell
1,325
-375
-22% -$4.81K 0.02% 1052
2022
Q2
$17K Buy
1,700
+66
+4% +$660 0.01% 1011
2022
Q1
$20K Sell
1,634
-3,068
-65% -$37.6K 0.01% 1057
2021
Q4
$57K Buy
+4,702
New +$57K 0.08% 466