Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
1,428
+749
+110% +$54K 0.06% 539
2025
Q1
$41K Buy
679
+163
+32% +$9.84K 0.03% 925
2024
Q4
$47K Sell
516
-4
-0.8% -$364 0.03% 880
2024
Q3
$54K Sell
520
-954
-65% -$99.1K 0.03% 850
2024
Q2
$121K Sell
1,474
-130
-8% -$10.7K 0.08% 383
2024
Q1
$133K Buy
1,604
+840
+110% +$69.7K 0.08% 342
2023
Q4
$48K Sell
764
-757
-50% -$47.6K 0.03% 874
2023
Q3
$83K Buy
1,521
+848
+126% +$46.3K 0.06% 528
2023
Q2
$32K Sell
673
-25
-4% -$1.19K 0.02% 966
2023
Q1
$31K Buy
698
+384
+122% +$17.1K 0.03% 877
2022
Q4
$15K Sell
314
-234
-43% -$11.2K 0.01% 1141
2022
Q3
$22K Sell
548
-287
-34% -$11.5K 0.02% 972
2022
Q2
$34K Sell
835
-570
-41% -$23.2K 0.03% 841
2022
Q1
$54K Buy
1,405
+678
+93% +$26.1K 0.04% 779
2021
Q4
$24K Buy
+727
New +$24K 0.03% 816