Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
707
-211
-23% -$33.1K 0.07% 494
2025
Q1
$151K Buy
918
+324
+55% +$53.3K 0.1% 246
2024
Q4
$97K Sell
594
-79
-12% -$12.9K 0.06% 551
2024
Q3
$132K Sell
673
-202
-23% -$39.6K 0.08% 369
2024
Q2
$152K Buy
875
+137
+19% +$23.8K 0.1% 268
2024
Q1
$125K Buy
738
+265
+56% +$44.9K 0.08% 384
2023
Q4
$93K Buy
473
+107
+29% +$21K 0.06% 546
2023
Q3
$63K Sell
366
-15
-4% -$2.58K 0.05% 662
2023
Q2
$66K Buy
381
+46
+14% +$7.97K 0.05% 660
2023
Q1
$56K Buy
335
+125
+60% +$20.9K 0.05% 667
2022
Q4
$31K Sell
210
-7
-3% -$1.03K 0.03% 906
2022
Q3
$32K Sell
217
-237
-52% -$34.9K 0.03% 871
2022
Q2
$78K Sell
454
-270
-37% -$46.4K 0.06% 545
2022
Q1
$137K Buy
724
+367
+103% +$69.4K 0.09% 316
2021
Q4
$87K Buy
+357
New +$87K 0.12% 227