Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
3,836
-16
-0.4% -$1.14K 0.01% 1036
2025
Q1
$245K Sell
3,852
-715
-16% -$45.4K 0.01% 1010
2024
Q4
$346K Sell
4,567
-1,182
-21% -$89.4K 0.01% 828
2024
Q3
$508K Buy
5,749
+357
+7% +$31.6K 0.02% 651
2024
Q2
$406K Buy
5,392
+543
+11% +$40.9K 0.01% 680
2024
Q1
$456K Sell
4,849
-131
-3% -$12.3K 0.02% 625
2023
Q4
$541K Buy
4,980
+502
+11% +$54.5K 0.02% 511
2023
Q3
$428K Sell
4,478
-314
-7% -$30K 0.02% 537
2023
Q2
$529K Sell
4,792
-175
-4% -$19.3K 0.03% 480
2023
Q1
$609K Buy
4,967
+348
+8% +$42.7K 0.03% 422
2022
Q4
$540K Buy
4,619
+381
+9% +$44.6K 0.03% 435
2022
Q3
$433K Hold
4,238
0.03% 452
2022
Q2
$433K Buy
+4,238
New +$433K 0.03% 452
2021
Q4
$746K Sell
4,478
-7,186
-62% -$1.2M 0.04% 361
2021
Q3
$1.69M Buy
11,664
+708
+6% +$103K 0.05% 320
2021
Q2
$1.69M Buy
10,956
+1,909
+21% +$295K 0.05% 322
2021
Q1
$1.2M Buy
+9,047
New +$1.2M 0.04% 363