Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
4,451
-914
-17% -$72.4K 0.13% 72
2025
Q1
$482K Buy
5,365
+176
+3% +$15.8K 0.25% 50
2024
Q4
$516K Sell
5,189
-173
-3% -$17.2K 0.21% 59
2024
Q3
$609K Sell
5,362
-5
-0.1% -$568 0.26% 55
2024
Q2
$664K Sell
5,367
-60
-1% -$7.43K 0.33% 45
2024
Q1
$716K Buy
5,427
+1,093
+25% +$144K 0.37% 37
2023
Q4
$473K Buy
4,334
+307
+8% +$33.5K 0.28% 45
2023
Q3
$415K Sell
4,027
-75
-2% -$7.72K 0.31% 38
2023
Q2
$473K Sell
4,102
-540
-12% -$62.3K 0.37% 35
2023
Q1
$494K Sell
4,642
-303
-6% -$32.2K 0.41% 33
2022
Q4
$549K Buy
4,945
+925
+23% +$103K 0.52% 29
2022
Q3
$346K Buy
4,020
+143
+4% +$12.3K 0.35% 38
2022
Q2
$353K Sell
3,877
-8
-0.2% -$728 0.32% 45
2022
Q1
$319K Buy
3,885
+199
+5% +$16.3K 0.22% 66
2021
Q4
$282K Buy
+3,686
New +$282K 0.26% 59