Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
6,793
-1,762
-21% -$47.2K 0.11% 232
2025
Q1
$240K Sell
8,555
-961
-10% -$27K 0.16% 106
2024
Q4
$245K Buy
9,516
+3,862
+68% +$99.4K 0.15% 98
2024
Q3
$149K Sell
5,654
-765
-12% -$20.2K 0.09% 309
2024
Q2
$165K Buy
6,419
+1,232
+24% +$31.7K 0.11% 226
2024
Q1
$167K Sell
5,187
-2,058
-28% -$66.3K 0.11% 232
2023
Q4
$233K Buy
7,245
+144
+2% +$4.63K 0.16% 92
2023
Q3
$227K Buy
7,101
+1,966
+38% +$62.8K 0.17% 80
2023
Q2
$174K Sell
5,135
-2,020
-28% -$68.4K 0.13% 173
2023
Q1
$257K Buy
7,155
+3,473
+94% +$125K 0.22% 55
2022
Q4
$126K Sell
3,682
-2,397
-39% -$82K 0.1% 292
2022
Q3
$217K Buy
6,079
+3,277
+117% +$117K 0.19% 71
2022
Q2
$114K Buy
2,802
+1,121
+67% +$45.6K 0.09% 338
2022
Q1
$65K Buy
1,681
+1,653
+5,904% +$63.9K 0.04% 708
2021
Q4
$1K Buy
+28
New +$1K ﹤0.01% 1890