Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
2,015
-1,901
-49% -$431K 0.13% 113
2025
Q1
$650K Buy
3,916
+874
+29% +$145K 0.21% 85
2024
Q4
$601K Sell
3,042
-344
-10% -$67.9K 0.19% 87
2024
Q3
$588K Sell
3,386
-1,042
-24% -$181K 0.19% 88
2024
Q2
$770K Sell
4,428
-1,798
-29% -$313K 0.26% 76
2024
Q1
$847K Sell
6,226
-1
-0% -$136 0.29% 87
2023
Q4
$648K Buy
6,227
+690
+12% +$71.8K 0.23% 100
2023
Q3
$481K Sell
5,537
-75
-1% -$6.52K 0.19% 109
2023
Q2
$566K Buy
5,612
+241
+4% +$24.3K 0.21% 105
2023
Q1
$500K Sell
5,371
-374
-7% -$34.8K 0.2% 107
2022
Q4
$428K Buy
+5,745
New +$428K 0.18% 113
2022
Q3
Sell
-3,631
Closed -$296K 170
2022
Q2
$296K Buy
3,631
+206
+6% +$16.8K 0.13% 145
2022
Q1
$357K Buy
+3,425
New +$357K 0.13% 144