Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
1,424
-3
-0.2% -$242 0.07% 468
2025
Q1
$117K Sell
1,427
-520
-27% -$42.6K 0.08% 389
2024
Q4
$142K Sell
1,947
-562
-22% -$41K 0.09% 313
2024
Q3
$149K Buy
2,509
+499
+25% +$29.6K 0.09% 310
2024
Q2
$103K Buy
2,010
+4
+0.2% +$205 0.07% 470
2024
Q1
$108K Buy
2,006
+431
+27% +$23.2K 0.07% 494
2023
Q4
$71K Sell
1,575
-114
-7% -$5.14K 0.05% 695
2023
Q3
$83K Sell
1,689
-480
-22% -$23.6K 0.06% 529
2023
Q2
$103K Sell
2,169
-338
-13% -$16.1K 0.08% 421
2023
Q1
$99K Buy
2,507
+889
+55% +$35.1K 0.09% 380
2022
Q4
$66K Sell
1,618
-1,903
-54% -$77.6K 0.05% 611
2022
Q3
$137K Sell
3,521
-1,195
-25% -$46.5K 0.12% 206
2022
Q2
$160K Sell
4,716
-2,128
-31% -$72.2K 0.13% 173
2022
Q1
$216K Buy
6,844
+3,953
+137% +$125K 0.14% 129
2021
Q4
$71K Buy
+2,891
New +$71K 0.1% 335