Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
8,292
-7,036
-46% -$171K 0.16% 123
2025
Q1
$388K Sell
15,328
-2,053
-12% -$52K 0.32% 89
2024
Q4
$461K Buy
17,381
+353
+2% +$9.37K 0.38% 86
2024
Q3
$493K Sell
17,028
-991
-5% -$28.7K 0.4% 85
2024
Q2
$504K Sell
18,019
-1,976
-10% -$55.3K 0.43% 77
2024
Q1
$555K Sell
19,995
-138
-0.7% -$3.83K 0.48% 68
2023
Q4
$580K Sell
20,133
-3,806
-16% -$110K 0.55% 58
2023
Q3
$794K Buy
23,939
+864
+4% +$28.7K 0.74% 44
2023
Q2
$846K Buy
23,075
+477
+2% +$17.5K 0.85% 38
2023
Q1
$934K Buy
22,598
+1,316
+6% +$54.4K 0.94% 30
2022
Q4
$1.09M Buy
21,282
+1,673
+9% +$85.8K 1.23% 18
2022
Q3
$866K Sell
19,609
-235
-1% -$10.4K 1.05% 22
2022
Q2
$1.04M Buy
19,844
+679
+4% +$35.6K 1.23% 18
2022
Q1
$922K Sell
19,165
-5,564
-22% -$268K 1.03% 21
2021
Q4
$1.32M Buy
+24,729
New +$1.32M 1.14% 20