Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
28,906
+7,396
+34% +$66K 0.15% 96
2025
Q1
$187K Sell
21,510
-1,040
-5% -$9.04K 0.12% 178
2024
Q4
$281K Buy
22,550
+1,367
+6% +$17K 0.18% 71
2024
Q3
$246K Buy
21,183
+5,790
+38% +$67.2K 0.15% 109
2024
Q2
$164K Sell
15,393
-6,099
-28% -$65K 0.11% 229
2024
Q1
$256K Sell
21,492
-521
-2% -$6.21K 0.16% 81
2023
Q4
$238K Sell
22,013
-42
-0.2% -$454 0.16% 84
2023
Q3
$217K Buy
22,055
+1,694
+8% +$16.7K 0.16% 90
2023
Q2
$203K Buy
20,361
+2,932
+17% +$29.2K 0.15% 111
2023
Q1
$168K Sell
17,429
-1,352
-7% -$13K 0.15% 165
2022
Q4
$209K Buy
18,781
+5,685
+43% +$63.3K 0.17% 102
2022
Q3
$112K Buy
13,096
+11,930
+1,023% +$102K 0.1% 302
2022
Q2
$12K Sell
1,166
-32
-3% -$329 0.01% 1150
2022
Q1
$13K Buy
1,198
+435
+57% +$4.72K 0.01% 1228
2021
Q4
$10K Buy
+763
New +$10K 0.01% 1030