Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
2,557
+54
+2% +$2.34K 0.07% 492
2025
Q1
$114K Sell
2,503
-46
-2% -$2.1K 0.08% 399
2024
Q4
$102K Buy
2,549
+94
+4% +$3.76K 0.06% 513
2024
Q3
$110K Sell
2,455
-97
-4% -$4.35K 0.07% 469
2024
Q2
$106K Buy
2,552
+11
+0.4% +$457 0.07% 450
2024
Q1
$107K Buy
2,541
+49
+2% +$2.06K 0.07% 500
2023
Q4
$94K Sell
2,492
-201
-7% -$7.58K 0.06% 535
2023
Q3
$88K Buy
2,693
+204
+8% +$6.67K 0.07% 494
2023
Q2
$92K Buy
2,489
+326
+15% +$12.1K 0.07% 493
2023
Q1
$84K Sell
2,163
-182
-8% -$7.07K 0.07% 477
2022
Q4
$92K Sell
2,345
-41
-2% -$1.61K 0.08% 430
2022
Q3
$91K Sell
2,386
-1,751
-42% -$66.8K 0.08% 401
2022
Q2
$210K Sell
4,137
-117
-3% -$5.94K 0.17% 105
2022
Q1
$217K Buy
4,254
+366
+9% +$18.7K 0.14% 126
2021
Q4
$202K Buy
+3,888
New +$202K 0.28% 30