Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Hold
765
0.07% 48
2025
Q1
$112K Sell
765
-15,413
-95% -$2.26M 0.08% 47
2024
Q4
$2.09M Hold
16,178
1.35% 9
2024
Q3
$2.21M Sell
16,178
-580
-3% -$79.3K 1.4% 6
2024
Q2
$1.71M Sell
16,758
-2,699
-14% -$276K 1.13% 16
2024
Q1
$1.73M Buy
19,457
+1,448
+8% +$128K 1.15% 16
2023
Q4
$1.65M Buy
18,009
+215
+1% +$19.7K 1.13% 13
2023
Q3
$1.39M Buy
17,794
+442
+3% +$34.6K 1.16% 14
2023
Q2
$1.45M Sell
17,352
-95
-0.5% -$7.95K 1.18% 14
2023
Q1
$1.53M Buy
17,447
+8,947
+105% +$786K 1.3% 13
2022
Q4
$852K Sell
8,500
-550
-6% -$55.1K 0.75% 22
2022
Q3
$836K Sell
9,050
-109
-1% -$10.1K 0.82% 21
2022
Q2
$991K Buy
9,159
+757
+9% +$81.9K 0.9% 20
2022
Q1
$1.05M Buy
8,402
+1,215
+17% +$151K 1.05% 18
2021
Q4
$1.07M Buy
+7,187
New +$1.07M 1.03% 19