Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
985
-201
-17% -$22.7K 0.07% 489
2025
Q1
$133K Buy
1,186
+539
+83% +$60.4K 0.09% 316
2024
Q4
$72K Sell
647
-708
-52% -$78.8K 0.05% 704
2024
Q3
$189K Buy
1,355
+421
+45% +$58.7K 0.12% 199
2024
Q2
$110K Buy
934
+19
+2% +$2.24K 0.07% 430
2024
Q1
$119K Sell
915
-52
-5% -$6.76K 0.08% 417
2023
Q4
$120K Buy
967
+70
+8% +$8.69K 0.08% 384
2023
Q3
$95K Buy
897
+12
+1% +$1.27K 0.07% 448
2023
Q2
$100K Sell
885
-368
-29% -$41.6K 0.08% 441
2023
Q1
$135K Sell
1,253
-23
-2% -$2.48K 0.12% 239
2022
Q4
$142K Sell
1,276
-293
-19% -$32.6K 0.12% 242
2022
Q3
$139K Buy
1,569
+132
+9% +$11.7K 0.12% 198
2022
Q2
$134K Sell
1,437
-153
-10% -$14.3K 0.11% 243
2022
Q1
$147K Buy
1,590
+756
+91% +$69.9K 0.1% 280
2021
Q4
$70K Buy
+834
New +$70K 0.1% 342