Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,623
Closed -$111K 2828
2025
Q1
$111K Sell
2,623
-268
-9% -$11.3K 0.07% 424
2024
Q4
$98K Buy
2,891
+424
+17% +$14.4K 0.06% 544
2024
Q3
$87K Sell
2,467
-661
-21% -$23.3K 0.05% 611
2024
Q2
$118K Buy
3,128
+1,061
+51% +$40K 0.08% 397
2024
Q1
$84K Sell
2,067
-702
-25% -$28.5K 0.05% 642
2023
Q4
$135K Sell
2,769
-1,272
-31% -$62K 0.09% 311
2023
Q3
$131K Buy
4,041
+376
+10% +$12.2K 0.1% 282
2023
Q2
$91K Buy
3,665
+201
+6% +$4.99K 0.07% 501
2023
Q1
$90K Sell
3,464
-4,976
-59% -$129K 0.08% 436
2022
Q4
$211K Sell
8,440
-1,314
-13% -$32.9K 0.17% 97
2022
Q3
$177K Buy
9,754
+5,495
+129% +$99.7K 0.16% 102
2022
Q2
$76K Sell
4,259
-3,294
-44% -$58.8K 0.06% 555
2022
Q1
$285K Buy
7,553
+3,994
+112% +$151K 0.19% 65
2021
Q4
$85K Buy
+3,559
New +$85K 0.12% 235