Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Sell
380
-1,060
-74% -$80.9K 0.02% 1116
2025
Q1
$108K Buy
1,440
+1,201
+503% +$90.1K 0.07% 437
2024
Q4
$18K Sell
239
-1,193
-83% -$89.8K 0.01% 1256
2024
Q3
$112K Buy
1,432
+302
+27% +$23.6K 0.07% 465
2024
Q2
$81K Sell
1,130
-21
-2% -$1.51K 0.05% 627
2024
Q1
$93K Buy
1,151
+879
+323% +$71K 0.06% 586
2023
Q4
$20K Buy
272
+1
+0.4% +$74 0.01% 1206
2023
Q3
$18K Sell
271
-110
-29% -$7.31K 0.01% 1158
2023
Q2
$28K Buy
381
+106
+39% +$7.79K 0.02% 1003
2023
Q1
$21K Buy
275
+22
+9% +$1.68K 0.02% 993
2022
Q4
$19K Sell
253
-20
-7% -$1.5K 0.02% 1053
2022
Q3
$19K Sell
273
-1,235
-82% -$86K 0.02% 1014
2022
Q2
$128K Sell
1,508
-222
-13% -$18.8K 0.1% 272
2022
Q1
$141K Buy
1,730
+728
+73% +$59.3K 0.09% 302
2021
Q4
$79K Buy
+1,002
New +$79K 0.11% 275