Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
933
-10
-1% -$3.17K 0.17% 69
2025
Q1
$245K Sell
943
-147
-13% -$38.2K 0.16% 98
2024
Q4
$440K Sell
1,090
-176
-14% -$71K 0.28% 32
2024
Q3
$331K Sell
1,266
-397
-24% -$104K 0.21% 45
2024
Q2
$329K Buy
1,663
+57
+4% +$11.3K 0.21% 48
2024
Q1
$282K Buy
1,606
+353
+28% +$62K 0.18% 56
2023
Q4
$311K Buy
1,253
+529
+73% +$131K 0.21% 41
2023
Q3
$181K Sell
724
-89
-11% -$22.3K 0.14% 142
2023
Q2
$213K Sell
813
-574
-41% -$150K 0.16% 96
2023
Q1
$288K Sell
1,387
-13,285
-91% -$2.76M 0.25% 45
2022
Q4
$1.81M Buy
14,672
+219
+2% +$27K 1.47% 1
2022
Q3
$3.83M Sell
14,453
-466
-3% -$124K 3.38% 1
2022
Q2
$3.35M Buy
14,919
+1,563
+12% +$351K 2.65% 1
2022
Q1
$4.8M Buy
13,356
+12,348
+1,225% +$4.44M 3.19% 1
2021
Q4
$356K Buy
+1,008
New +$356K 0.5% 10