Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
1,005
-41
-4% -$14.4K 0.01% 702
2025
Q1
$331K Buy
1,046
+20
+2% +$6.34K 0.01% 693
2024
Q4
$346K Sell
1,026
-23
-2% -$7.76K 0.01% 661
2024
Q3
$334K Sell
1,049
-7
-0.7% -$2.23K 0.01% 659
2024
Q2
$340K Buy
1,056
+102
+11% +$32.8K 0.01% 613
2024
Q1
$331K Sell
954
-35
-4% -$12.2K 0.01% 580
2023
Q4
$359K Sell
989
-1,253
-56% -$455K 0.01% 533
2023
Q3
$667K Buy
2,242
+607
+37% +$181K 0.03% 383
2023
Q2
$540K Buy
1,635
+651
+66% +$215K 0.02% 424
2023
Q1
$327K Sell
984
-100
-9% -$33.3K 0.02% 518
2022
Q4
$262K Sell
1,084
-100
-8% -$24.2K 0.01% 580
2022
Q3
$262K Buy
1,184
+152
+15% +$33.6K 0.01% 562
2022
Q2
$247K Sell
1,032
-12
-1% -$2.87K 0.01% 588
2022
Q1
$332K Hold
1,044
0.02% 473
2021
Q4
$419K Hold
1,044
0.03% 420
2021
Q3
$355K Sell
1,044
-3,243
-76% -$1.1M 0.02% 425
2021
Q2
$1.49M Buy
+4,287
New +$1.49M 0.11% 198