Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Buy
6,831
+4,812
+238% +$133K 0.11% 213
2025
Q1
$52K Sell
2,019
-2,777
-58% -$71.5K 0.03% 831
2024
Q4
$110K Buy
4,796
+3,137
+189% +$72K 0.07% 471
2024
Q3
$41K Sell
1,659
-6,810
-80% -$168K 0.03% 942
2024
Q2
$151K Buy
8,469
+1
+0% +$18 0.1% 273
2024
Q1
$121K Buy
8,468
+1,951
+30% +$27.9K 0.08% 404
2023
Q4
$108K Buy
6,517
+472
+8% +$7.82K 0.07% 448
2023
Q3
$101K Sell
6,045
-2,097
-26% -$35K 0.08% 411
2023
Q2
$141K Buy
8,142
+811
+11% +$14K 0.11% 267
2023
Q1
$134K Sell
7,331
-404
-5% -$7.39K 0.12% 241
2022
Q4
$129K Buy
7,735
+2,542
+49% +$42.4K 0.11% 281
2022
Q3
$86K Sell
5,193
-147
-3% -$2.43K 0.08% 433
2022
Q2
$103K Sell
5,340
-130
-2% -$2.51K 0.08% 391
2022
Q1
$133K Buy
5,470
+5,282
+2,810% +$128K 0.09% 330
2021
Q4
$5K Buy
+188
New +$5K 0.01% 1337