Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
17,671
-2,207
-11% -$54K 0.02% 247
2025
Q1
$550K Hold
19,878
0.03% 215
2024
Q4
$649K Buy
19,878
+7,131
+56% +$233K 0.03% 191
2024
Q3
$457K Buy
12,747
+2,723
+27% +$97.7K 0.02% 206
2024
Q2
$351K Buy
10,024
+2,812
+39% +$98.5K 0.02% 213
2024
Q1
$218K Sell
7,212
-35
-0.5% -$1.06K 0.01% 328
2023
Q4
$218K Sell
7,247
-631
-8% -$19K 0.01% 268
2023
Q3
$202K Sell
7,878
-589
-7% -$15.1K 0.02% 260
2023
Q2
$260K Sell
8,467
-860
-9% -$26.4K 0.02% 235
2023
Q1
$274K Buy
9,327
+468
+5% +$13.7K 0.02% 245
2022
Q4
$238K Sell
8,859
-389
-4% -$10.5K 0.02% 271
2022
Q3
$230K Sell
9,248
-1,848
-17% -$46K 0.02% 277
2022
Q2
$364K Sell
11,096
-560
-5% -$18.4K 0.03% 202
2022
Q1
$423K Buy
11,656
+417
+4% +$15.1K 0.01% 145
2021
Q4
$423K Sell
11,239
-1,669
-13% -$62.8K 0.01% 178
2021
Q3
$355K Buy
+12,908
New +$355K 0.01% 173
2021
Q1
$527K Buy
+16,614
New +$527K 0.04% 129