Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
3,854
+126
+3% +$8.74K 0.01% 110
2025
Q1
$230K Sell
3,728
-245
-6% -$15.1K 0.01% 120
2024
Q4
$235K Sell
3,973
-2,902
-42% -$172K 0.02% 111
2024
Q3
$377K Buy
6,875
+30
+0.4% +$1.64K 0.03% 74
2024
Q2
$325K Sell
6,845
-2,902
-30% -$138K 0.02% 75
2024
Q1
$486K Sell
9,747
-3,928
-29% -$196K 0.04% 63
2023
Q4
$691K Sell
13,675
-879
-6% -$44.4K 0.06% 49
2023
Q3
$782K Buy
14,554
+127
+0.9% +$6.83K 0.06% 36
2023
Q2
$746K Buy
14,427
+924
+7% +$47.8K 0.05% 43
2023
Q1
$706K Buy
13,503
+19
+0.1% +$993 0.05% 36
2022
Q4
$642K Buy
13,484
+4,428
+49% +$211K 0.04% 44
2022
Q3
$362K Buy
9,056
+1,929
+27% +$77.1K 0.02% 55
2022
Q2
$304K Sell
7,127
-391
-5% -$16.7K 0.02% 76
2022
Q1
$419K Buy
7,518
+1,727
+30% +$96.3K 0.03% 63
2021
Q4
$367K Buy
5,791
+2,024
+54% +$128K 0.03% 90
2021
Q3
$205K Buy
+3,767
New +$205K 0.02% 92