Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+1,851
New +$234K 0.08% 150
2025
Q1
Sell
-1,806
Closed -$237K 192
2024
Q4
$237K Sell
1,806
-222
-11% -$29.1K 0.09% 162
2024
Q3
$218K Sell
2,028
-1,495
-42% -$161K 0.09% 162
2024
Q2
$374K Buy
3,523
+15
+0.4% +$1.59K 0.16% 127
2024
Q1
$428K Sell
3,508
-1,009
-22% -$123K 0.19% 125
2023
Q4
$396K Sell
4,517
-1,068
-19% -$93.5K 0.2% 122
2023
Q3
$417K Sell
5,585
-6,511
-54% -$486K 0.24% 108
2023
Q2
$714K Sell
12,096
-10,551
-47% -$623K 0.42% 81
2023
Q1
$722K Buy
22,647
+1,357
+6% +$43.3K 0.47% 76
2022
Q4
$709K Sell
21,290
-14,768
-41% -$492K 0.42% 77
2022
Q3
$954K Buy
36,058
+1,114
+3% +$29.5K 0.66% 54
2022
Q2
$1M Buy
+34,944
New +$1M 0.65% 51