Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82K Sell
635
-49
-7% -$6.33K 0.05% 668
2025
Q1
$82K Sell
684
-363
-35% -$43.5K 0.05% 609
2024
Q4
$122K Buy
1,047
+370
+55% +$43.1K 0.08% 404
2024
Q3
$91K Buy
677
+111
+20% +$14.9K 0.06% 584
2024
Q2
$77K Buy
566
+85
+18% +$11.6K 0.05% 654
2024
Q1
$62K Sell
481
-201
-29% -$25.9K 0.04% 799
2023
Q4
$78K Buy
682
+343
+101% +$39.2K 0.05% 650
2023
Q3
$31K Sell
339
-96
-22% -$8.78K 0.02% 969
2023
Q2
$49K Buy
435
+193
+80% +$21.7K 0.04% 789
2023
Q1
$25K Sell
242
-98
-29% -$10.1K 0.02% 933
2022
Q4
$38K Sell
340
-248
-42% -$27.7K 0.03% 841
2022
Q3
$51K Sell
588
-542
-48% -$47K 0.04% 694
2022
Q2
$88K Buy
1,130
+94
+9% +$7.32K 0.07% 481
2022
Q1
$88K Buy
1,036
+664
+178% +$56.4K 0.06% 588
2021
Q4
$45K Buy
+372
New +$45K 0.06% 607