Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.84K Sell
350
-37
-10% -$829 0.01% 150
2025
Q1
$8.79K Sell
387
-300
-44% -$6.81K 0.01% 141
2024
Q4
$13.8K Sell
687
-682
-50% -$13.7K 0.01% 127
2024
Q3
$32.1K Buy
1,369
+171
+14% +$4.01K 0.02% 103
2024
Q2
$37.1K Sell
1,198
-62,673
-98% -$1.94M 0.03% 91
2024
Q1
$2.82M Sell
63,871
-25,128
-28% -$1.11M 1.99% 23
2023
Q4
$4.47M Sell
88,999
-1,640
-2% -$82.4K 3.27% 7
2023
Q3
$3.21M Sell
90,639
-2,994
-3% -$106K 2.6% 11
2023
Q2
$3.13M Sell
93,633
-1,915
-2% -$64K 2.39% 12
2023
Q1
$3.12M Buy
95,548
+32,544
+52% +$1.06M 2.41% 12
2022
Q4
$1.67M Buy
63,004
+80
+0.1% +$2.11K 1.33% 25
2022
Q3
$1.62M Buy
62,924
+2,777
+5% +$71.6K 1.4% 25
2022
Q2
$2.25M Buy
60,147
+1,808
+3% +$67.6K 1.81% 24
2022
Q1
$2.89M Buy
58,339
+3,058
+6% +$152K 2.08% 20
2021
Q4
$2.85M Buy
+55,281
New +$2.85M 1.99% 20