Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Sell
263
-430
-62% -$103K 0.04% 797
2025
Q1
$162K Sell
693
-8
-1% -$1.87K 0.11% 222
2024
Q4
$181K Buy
701
+29
+4% +$7.49K 0.11% 215
2024
Q3
$164K Buy
672
+31
+5% +$7.57K 0.1% 258
2024
Q2
$144K Buy
641
+165
+35% +$37.1K 0.09% 298
2024
Q1
$130K Buy
476
+198
+71% +$54.1K 0.08% 356
2023
Q4
$77K Buy
278
+137
+97% +$37.9K 0.05% 655
2023
Q3
$30K Buy
141
+3
+2% +$638 0.02% 985
2023
Q2
$31K Sell
138
-5
-3% -$1.12K 0.02% 980
2023
Q1
$30K Sell
143
-16
-10% -$3.36K 0.03% 887
2022
Q4
$27K Sell
159
-149
-48% -$25.3K 0.02% 951
2022
Q3
$47K Buy
308
+125
+68% +$19.1K 0.04% 723
2022
Q2
$26K Sell
183
-2
-1% -$284 0.02% 927
2022
Q1
$44K Buy
185
+24
+15% +$5.71K 0.03% 836
2021
Q4
$44K Buy
+161
New +$44K 0.06% 621